PERB Decision No. 0608E•Long Beach Unified School District (PERB 0608E)
Long Beach Unified School District (PERB 0608E)
PERB Decision No. 0608ECalperb7 gen 1987
Testo completo
STATE
OF
CALIFORNIA
DECISION
OF THE
PUBLIC
EMPLOYMENT
RELATIONS
BOARD
TEACHERS ASSOCIATION
OF
LONG
BEACH,
Charging
Party,
Ve
LONG
BEACH
UNIFIED
SCHOOL
DISTRICT,
Respondent.
)
)
)
)
)
)
)
)
)
)
---------------------
Case
No.
LA-CE~l329
PERB
Decision
No.
608
January
7, 1987
Appearances:
A.
Eugene
Huguenin,
Jr.,
Attorney for
Teachers
Association of
Long
Beach; McLaughlin
&
Irvin
by Gale P.
Sonnenberg
for
Long
Beach
Unified
School
District.
Before Burt,
Porter
and
Craib,
Members.
DECISION
PORTER, Member:
This case
is
before the Public
Employment
Relations
Board
(PERB
or
Board)
on
exceptions
filed
by
the
Long
Beach
Unified
School
District {District
or
Respondent) and
the
Teachers
Association of
Long
Beach
{TALB,
Association or
Charging
Party) to the attached
proposed
decision of
a PERB
administrative
law
judge (ALJ).
The ALJ
found
that
the
District
violated section
3543.S(a)
and (b)
of the Educational
Employment
1
Relations
Act
(EERA
or
Act)
by adopting
and
applying
rules
lEERA
is codified at
Government Code
section
3540
et seq.
Unless otherwise indicated, all statutory references herein are
to the
Government Code.
Section 3543.5 provides, in relevant
part:
It shall
be unlawful for
a
public school
employer to:and regulations which the ALJ found interfered with employee organizations 1 right of access to employees as granted by 2 section 3543.l(b) of the Act. However, the ALJ also found that the Association waived its right to object to certain of the rules based on provisions the parties agreed to in their collective bargaining agreement. For the reasons which follow, we affirm in part and reverse in part the proposed decision. FACTS Having reviewed the exceptions of the parties and the entire record in this case, we determine that the findings of fact in the proposed decision are free from prejudicial error and we therefore adopt them as the findings of the Board itself. We summarize the pertinent facts merely for ease in following the ensuing discussion. (a) Impose or threaten to impose reprisals on employees, to discriminate or threaten to discriminate against employees, or otherwise to interfere with, restrain, or coerce employees because of their exercise of rights guaranteed by this chapter. (b) Deny to employee organizations rights guaranteed to them by this chapter. 2section 3543.l(b) states 1 in relevant part: Employee organizations shall have the right of access at reasonable times to areas in which employees work .. : subject to reasonable regulation, and the right to use institutional facilities at reasonable times for the purpose of meetings concerned with the exercise of the rights guaranteed by this chapter. 2
PERB Decision No. 130 In 1976, the District promulgated regulations governing access to its facilities by employee organizations. Approximately one year later, during an election campaign for selection of an exclusive representative for the bargaining unit that included the teachers, one of the competing organizations, the Long Beach Federation of Teachers (Federation), filed an unfair practice charge against the District claiming that some of the regulations unreasonably denied it access to members of the unit. One allegation was that the District had engaged in conduct favoring a rival organization, TALB. During the hearing on the matter, TALB joined as a party but later withdrew when that allegation was settled. Prior to the issuance of the proposed decision in that case, TALB was certified as the exclusive representative of the teachers unit. Shortly thereafter, the District and TALB entered into a "mini-contract" and commenced negotiations for a more comprehensive agreement. One of the subjects under negotiation was Association access rights. Prior to the parties reaching agreement 1n those negotiations, the ALJ issued a proposed decision, which resulted in exceptions being filed with this Board by both the Federation and the District. Before the Board issued its decision, the District and TALB executed a comprehensive bargaining agreement on May 21, 1979. This agreement included an article on Association rights, including access, as well as an article which defined the workday for bargaining unit members. Negotiations under the reopener 3
provision commenced in the spring of 1980@ Access was not a topic that was automatically reopened, nor did either party elect to reopen that subject with their optional reopeners. On May 28, 1980, PERB issued its decision in Long Beach Unified School District (1980) PERB Decision No. 130. In that decision the Board ruled that, in analyzing a claimed denial of access, the Board must determine whether the employer's regulation falls within the employer's right to establish "reasonable" regulations. In determining whether an employer's regulation of access rights is reasonable, the Board will consider whether it is consistent with the basic labor law principles set forth in EERA, which are designed to ensure effective and nondisruptive organizational communications. With respect to the regulations again at issue in this case, the Board found unreasonable the District's regulation that prohibited all Association business during duty hours of the workday. The District equated duty time with workday, and its regulation defined "workday" as extending from 20 minutes before the first assigned period to 20 minutes after the last assigned period, including class, conference and preparation periods. The regulations excluded the duty-free nutrition and lunch periods from the definition of duty time~ The Board cited National Labor Relations Board (NLRB) cases in which the NLRB had found denial of access outside working time in nonworking areas to be unlawful. In the case before it, the Board found that the 20-minute periods before and after class did not 4
constitute work time since the record did not demonstrate that those two periods were expressly, and/or uniformly, reserved for preparation time. In fact, the Board found the record in that case revealed that the majority of teachers do not work during those time periods. The second access regulation relevant to the present case prohibited access to more than three employees on an informal basis in lounges, workrooms, lunchrooms, or other areas where employees gather, unless prior arrangements for the location had been made at least 24 hours in advance. While the Board found the 24-hour notice aspect reasonable as to rooms not normally used by nonworking employees, the cutoff at four or more employees was unreasonable, since it set an artificial limitation that did not support a conclusion that groups of four or more were disruptive of school functions or the educational environment. Background in This Case The collective bargaining agreement between TALB and the District, that was agreed upon in May 1979, contains the following relevant provisions: ARTICLE IV - ASSOCIATION RIGHTS A. Association Use of District Facilities: e e . . . . . C . e e . . e . 2. During operation hours~ the District agrees upon 24-hours advance request and approval of the site manager to grant the Association access to lounges, faculty dining rooms or other designated locations for the transaction of Association business with employees on non-duty time as p~ovided in Section C. 5
C. Association Business: The Associationagrees that its authorized staff and building representatives shall not conduct Association business with employees during regular working hours. It is agreed that non-duty times are as follows: before and after the scheduled workday of each employee, the nutrition break, and lunch period. In no event shall any representative or unit member interrupt or interfere in any way with normal work. Any exceptions must be approved by the appropriate division assistant superintendent. It is further agreed that this section of the contract shall be amended to conform to the Public Employment Relations Board's final decision on this matter. ARTICLE V - DAYS AND HOURS OF EMPLOYMENT A. Workday 1. It is agreed that the ... duties are normally expected to involve no fewer than ~ight (8) hours of total effort each workday for both classroom and non-classroom employees. 2. The regular school day for elementary school teachers is as follows: In the elementary schools teachers shall report for duty not later than twenty (20) minutes before the opening of class. They shall remain twenty (20) minutes after the close of their last assigned period of the day (except on Wednesdays or Fridays--as agreed upon by each school faculty), unless excused earlier or requested to remain by the principal. On Wednesday or Fridays teachers may leave the building immediately upon the close of the regular school day for pupils,except that if district meetings are scheduled on the early day, another day may be designated. ~ .. 6
3. Junior and senior high school teachers shall report for duty at least twenty (20) minutes before the opening of the first assigned class, conference period, or homeroom and shall check their mailboxes daily before their first assignments. Teachers remain at least twenty (20) minutes after the close of the last assigned class or conference period, except on Wednesdays when they may leave the building immediately upon the close of the last assigned class or conference period, unless assigned to an after-school duty. If District meetings are scheduled on Wednesdays, another day, preferably Friday, may be designated as the early leaving day. 8. The scheduled preparation period at the secondary level is defined as paid working time for the specific purposes of preparing materials, conferring with students, parents and administrators, and other duties subject to assignment by the principal~ ~ .. 9. In the elementary school, limited preparation time may be arranged at individual school sites through staffing patterns that a) are educationally justifiable; b) do not reduce the total instruction time for students; c) are developed jointly by the teaching staff and the site manager, and d) are approved by the Assistant Superintendent, Elementary Division. Following issuance of PERB Decision No. 130, supra, TALB requested that the District meet to revise the contract pursuant to the language in Article IV, section C. Prior to such meeting, the District revised its regulations, purportedly to comply with Decision No. 130. One month later, in October 1980, TALB wrote to PERE Los Angeles Regional Director Fran Kreiling, seeking an 7
investigation into the District 1 s compliance with that decision and complaining generally that the District's revised regulations still did not comport with the Board's decision. After additional correspondence between TALB'and Ms. Kreiling, she determined that, since TALB was not a party to the decision, it had no standing to seek compliance. TALB did not appeal that determination but, instead, commenced this action in March 1981, claiming that certain of the District's regulations violate EERA by unreasonably denying it access to the bargaining unit members. Although the parties met in November to discuss the revised regulations, the only outcome of that meeting was that they did not agree on whether the revised regulations complied with PERB Decision No. 130@ There is no evidence in the record that TALB made any further effort to negotiate a change in the contract~ Indeed, it appears the issue was dropped as TALB pursued relief with PERB.3 In its charge, the Association alleged that the District violated EERA by denying it access during the workday, as more fully described in its letter to Kreiling, which was incorporated by reference. Specifically, it challenged the ban on access during the 20 minutes before and after school, with respect to teachers who are not assigned work and are in nonworking areas. TALB cites Regulations I.As (definition of Association business), 3Although the dissent states that the District "refused" to negotiate, TALB did not prove that that is what occurred. 8
II.A. (conduct of Association business outside duty hours and away from students and other nonemployees), and III.A.l. (list of prohibited activities) in support of such allegation. The second challenge raised by TALB in its charge concerned Regulation III.H., which provides that off-duty employees may distribute materials to mailboxes or directly to other off-duty employees on nonduty 4 time. The District filed a Motion to Particularize, claiming that the above charge was not sufficiently specific. In its response, TALE cites two ways in which it claims its organizational right of access was unreasonably interfered with: (1) the limitation on the times for conducting Association business to outside "duty 5 hours" (Regulation II.A., B. ) and, therefore, including as 4There is no further reference in the record or briefs to this allegation, nor was it addressed by the ALJ. We therefore conclude that TALB has dropped this issue. 5Regulation II.A., B. states, in relevant part: A. Employee Association Business--All activ1t1es concerning association business, as defined, shall be conducted outside duty hours of the workday for the individuals involved. All association business when on district property shall be conducted in non-work areas during non-work periods away from students and other non-employees. (Example: No association business shall be conducted during such events as PTA or Advisory Council meetings~ Open House, etc., or in the presence of VIPS or other non-employees.) B. Personal Business--Conferences on the personal employment problems of an employee 9
working hours and excluding as access time the 20-minute periods before and after school and the daily conference or preparation periods; and (2) the limitation on access by specifying locations where association representatives may meet with employees (Regulation v.c.1. 6 ), and by requiring 24-hours advance notice for room arrangements "[w]hen it is anticipated that Association business is to be conducted informally or formally with a large 7group of employees .. ~ " (Regulation V.C.2. ). shall be conducted outside duty hours of the workday for the individuals involved. The term "personal business" is defined as: ... any activity initiated by an individual employee who has the need to consult with an Association representative because of some personal employment matter such as the processing of a grievance. 6Regulation V.C.l. states in relevant part: C.l. Association or Personal Business with Individual Employees--An association representative who 1& not employed at the site may meet privately with small groups of employees during non-duty hours in a lounge, workroom, lunchroom or other similar area so long as the conversation will not seriously disrupt or interfere with the use of the area by others. The specific lounge or ot11er area may be specified by the site manager or supervisor. 7Regulation V.C.2. states, in relevant part: C.2. Association Business with Groups of Employees--vJhen it is anticipated that Association business is to be conducted informally or formally with a large group of employees relative to the size of the room, room arrangements must be made at least one 10
DISCUSSION Timeliness The ALJ concluded as a preliminary matter that, contrary to one of the District 1 s defenses, the allegations concerning regulations raised by the Association for the first time in its response to the District's Motion to Particularize (and seven months after the District revised its regulations) were not time-barred. The District excepts to this conclusion. For the reasons which follow, we agree with the ALJ that the challenge to those regulations is not barred by the six-month limitation 8 period set out in section 3541.5(a). We find that the Association's allegations of unreasonable denial of access assert a violation of a continuing nature. If the regulations violate the Act by unreasonably denying access, day in advance of the meeting. The request for access must be made to the site manager or supervisor and shall include the specificdate, time, and size of the facility requested. The principal or office head will evaluate their request and normally, authorize the use of the facilities while mindful of the district's need to balance fairly the rights of all employees, of other associations, and of the district itself. Failure to make arrangements in advance shall be grounds for prohibiting any such meetings at the site. (Emphasis in original.) 8section 3541.S(a) provides, in pertinent part: . the board shall not do either of the following: (1) issue a complaint in respect of any charge based upon an alleged unfair practice occurring more than six months prior to the filing of the charge .... 11
then the date on which they were revised is immaterial. Indeed, if the regulations complained of had not been revised in September 1980, then under the District's argument we would have to look at their enactment date to decide if the allegations are timely. Obviously, that date has no legal significance in deciding whether the regulations violate the Act. Likewise, the date on which the revisions occurred does not impact, nor trigger, the six-month period, since it is not the act of revising the regulations of which TALB complains but, rather, their existence, which continued up to and through the time of the hearing. In reaching this conclusion, we find it unnecessary to adopt the ALJ's statement that each act of enforcement constitutes a new and separate cause of action. While this may be true, the Association need not demonstrate an attempt to violate the regulation in order to show that the District would enforce it. Further~ in deciding that the allegations asserted in the Association's response are not time-barred, we find merit in the Association's argument that its original charge challenged the access regulations generally, while the response was a clarification of the specific regulations challenged. Were this not so, then the District's Motion to Particularize would have been unnecessary and the issue would not have arisen. The District asserted, as the grounds for its Motion, that the charge was unspecific and overbroad by failing to give it notice of the precise provisions of Respondent's access regulations 12
which were alleged to constitute unfair labor practices. Its argument now, that the regulations asserted for the first time in the Association's response were not included in the original charge, is inconsistent with the position it took in its Motion 9and is, therefore, rejected. Scope of Charge The next preliminary issue we address concerns the ALJ's conclusion that the District's regulation requiring the Association to conduct its business away from students and nonemployees was unreasonable. The District argues that this issue was not raised, nor addressed, by Charging Party and, thus, was not before the ALJ. We disagree. vlhile it is true that the charge and the response to the Motion do not precisely address this aspect of the regulations; at the hearing a question arose concerning the exact parameters of the Association's charge. The following excerpt from the transcript demonstrates that the District was placed on notice of the extent of the regulations challenged: HEARING OFFICER: ... the charge that we are concerning ourselves with now is everything that's in the original charge as incorporated, as incorporating the letter that we have in evidence as Charging Party's Exhibit No. 1 [the letter to Fran Kreiling attached to the original charge], and the particularization of the charge, which refers 9Having concluded that Charging Party has alleged a violation of a continuing nature, we need not address, nor do we adopt, the ALJ's remaining rationale for finding the charge timely. 13
to those sections of the regulations that you enumerated during your presentation of your objections .... CAUSEY [District's attorney]: Okay, as I understand your ruling then, you're saying that all sections of the regulations that are referred to in the letter which is CP No. 1, · as well as the sections that a re contained in the response to particularize, are the items that are at issue today. HEARING OFFICER: That's correct. (Transcript, pp. 14-15, emphasis added.) The language concerning conduct of association business when on District property away from students and other nonemployees is found in section II.A. of the regulations and, therefore, ·is referred to in both the original charge and the response. Further, Charging Party addressed the issue for approximately five pages of its closing brief, and the District, in its reply brief, did not protest that this was not at issue. Indeed, the Dis~rict did not respond to this portion, although it responded extensively to the remainder of TALB's brief. Given this interchange at the hearing that should have alerted the District to the scope of the charge and the references in TALB's brief, and for the reasons expressed by the ALJ, we conclude that the 10ALJ properly addressed this aspect of the regulations. Waiver by Contract The next preliminary issue we address, before proceeding to the merits of the Association's charge, is the question of 1Osee the discussion following on the merits of this allegation. 14
whether the Association waived its right to object to the regulations, given the language in the collective bargaining agreement. The District asserts that the contract demonstrates a waiver, and the only inquiry before the Board is whether the regulations are consistent with the contract. The Association merely asserts that access rights cannot be waived by a negotiated agreement, citing Richmond Unified School District/Simi Valley Unified School District (1979) PERB Decision No. 99 and NLRB v. Magnavox Company (1974) 415 U.S. 322. The ALJ correctly noted that United Technologies Corporation (2d Cir. 1983) 706 F.2d 1254 [113 LRRM 2320], which is subsequent to Magnavox, is more on point with the facts of this case. In United Technologies, the court was asked to consider the continued viability of its holding in United Aircraft Corporation v. NLRB (2d Cir. 1971) 440 F.2d 85 [76 LRRM 2761], in light of the U.S. Supreme Court's decision in Magnavox. United Aircraft held that the collective bargaining agreement between the employer and the union authorized the employer's limited no-distribution rule, which prohibited union solicitation during "working time," which the parties understood to be "paid work time." "Paid work time" included employee breaks but excluded lunch time. In United Technologies, the court explained that United Aircraft was still viable and held that the limitation on such activity during paid breaks ... neither deprived employees of rights that were fundamental under Section 7 of the Act, nor implicated public policy concerns 15
that were overriding, because the employees remained "free to solicit on company property before and after work and during the lunch hour .... " In light of that freedom, we concluded that it was permissible for the union to agree to the limited no-solicitation provision in the collective bargaining agreement: · We see no reason to invalidate the clear agreement of the parties .... [T]here are 25,000 employees and over 50 stewards in the plants involved. The. company probably considered the no-solicitation ban to be an important bargaining objective, and the agreement should not be lightly overturned .... We therefore conclude that the Board properly found that the company Rule 5 and the contract can be applied to prohibit solicitation for the union during working hours, whether or not the employee is working or resting. United Technologies Corp., supra, [113 LRRM, at p. 2329]. The court's test for determining whether the union could waive solicitation rights turned on whether the rule constituted a broad ban on solicitation or distribution anywhere in the plant, as was the case in Magnavox. If it did not, but was instead a limited no-solicitation rule and contract provision, then it did not seriously dilute employees. section 7 rights. The court concluded in United Technologies that its position in United Aircraft was consistent with the Supreme Court's decision in Magnavox, as that case dealt with a negotiated rule that banned solicitation altogether. Indeed, the court framed the issue in Magnavox as specifically addressing the issue of a negotiated rule that would have waived employees' rights even to solicit on behalf of a rival union. 16
We agree with the court's rationale in United Technologies that a union may agree to collective bargaining provisions that limit employees' rights to engage in union activities and limit the union's right to have access to those employees, so long as such agreement does not seriously impinge on the rights provided by EERA. The Board has previously held that access rules are negotiable (see Davis Joint Unified School District (1984) PERB Decision No. 474) and, once the parties have negotiated those rules, the parties cannot assert that they are not bound by the contract terms. Therefore, to the extent the regulations complained of are covered by the contract and do not seriously impinge on the access rights granted by statute, the contract prevails and the union will be found to have waived its right to object to those regulations: Specific Regulations Challenged The Association challenges the following aspects of the District's regulations: 1. The rule that prohibits access during the conference and 20-minute preparation periods and requires Association business to be conducted away from students and nonemployees. 2. The rule that requires 24-hour notice to schedule meetings. 3. The rule that allows the site administrator to designate the specific room to be used for Association meetings. 24-Hour Notice and Designation of Meeting Sites As to the 24-hour notice provision and the designation of rooms for Association meetings, we agree with and adopt the 17
ALJ's conclusions and rationale on these issues and, therefore, dismiss ~narging Party's allegations related to these two issues. Access During the 20-Minute Periods and Conference/Preparation Periods On the subject of access during the conference periods and the 20-minute periods before and after school, we affirm in part and reverse in part. As to the conference period, we agree that the collective bargaining agreement specifically provides that this period of time is "work time" and, therefore, presumptively unavailable for Association access. Long Beach, supra, PERE Decision No. 130;· Republic Aviation Corp. v. NLRB (1945} 324 U.S. 793 [16 LRRM 620]; Essex International, Inc. (1974} 211 NLRB 749 [86 LR.FM 1411]. Further, in addition to the presumption of no access, the contract specifically states that the Association will not have access during work time and, thus, the Association agreed to embody this presumption into the contract. Clearly then, the Association has waived any objection it might have had to the District's regulation. On the issue of access during the 20-minute periods, we reverse the ALJ's conclusion that denial of acces~ during these periods is unreasonable, as well as her conclusion that the contract does not constitute a waiver of access during these time periods. The underlying question is whether these periods are "work time" so as to create a presumption that denial of access is reasonable. We conclude that, by both the intent of the parties and by virtue of the collective bargaining language, 18
these periods are paid preparation periods and, thus, constitute "work time." The collective bargaining agreement states, in part: The Association agrees that its authorized staff and building representatives shall not conduct Association business with employees during regular working hours. It is agreed that non-duty times are as follows: before and after the scheduled workday of eachemployee, the nutr1t1on break, and lunch period .... It is further agreed that this section shall be amended to conform to the Public Employment Relations Board's final decision on this matter. (Emphasis added.) The ALJ concluded that the language of this section contains an ambiguity, since it does not specifically use the term "work time" but, rather, refers to "regular working hours," "non-duty times" and "scheduled workday." Consequently, she found that the contract does not specifically prohibit access during the 20-minute periods and, therefore, no waiver by the Association was demonstrated. We disagree. Reading section C of Article IV, together with section A of Article V, which defines the workday as starting 20 minutes before the opening of class and extending to 20 minutes after the last assigned class (except on the early-leaving day), we find that the parties used "working hours" in section C to mean "work time." This becomes clear in the next sentence of section C, when the parties define "non-duty time" as before and after the scheduled workday, the nutrition break and lunch period. These are clearly the times that are available for access. Turning 19
then to what constitutes the scheduled workday, section A of Article V makes clear that the scheduled workday for teachers commences 20 minutes before the first class or conference period and ends 20 minutes after the last class or conference period. Thus, the parties have agreed by contract that the 20-minute periods are part of the working hours, and have further agreed that there will be no Association access during that time. Since the parties have defined what 'is, in essence, "work time" to include the 20-rninute periods, under previously articulated PERB presumptions, there is no presumptive right of access during this time. In so holding, we would characterize this time as paid preparation time, notwithstanding the testimony from numerous teachers that they, in fact, do their preparation at other times in order to be able to relax and socialize during these periods. That the District allows this is merely a reflection of the professional nature of teaching and does not transform this time into nonwork time. This viewpoint of the nature of teaching is borne out repeatedly in the transcript by the testimony of the teachers called by both parties. All of the teachers, even those who testified they relax or "mentally prepare or unwind" during the 20-minute periods, testified that it was necessary for them to arrive early and/or work at home in the evenings in order to accomplish the necessary preparation: In other words, to the extent the teachers chose to use the 20-rninute periods for other than actual preparation, they voluntarily extended their workday 20
to compensate for that choice. It is obvious the District has recognized this professional nature of teaching by not imposing rigid requirements and job tasks on teachers during these preparation periods. Nevertheless, teachers~ required to report for duty and remain on duty 20 minutes before and after scheduled classes. The reason for this requirement is not only to provide paid preparation time but also to assure accessibility to the teachers by students, parents and the administration. The very nature of that accessibility indicates this is not duty-free time, even though some teachers choose not to do their preparation during these periods. Allowing the Association to conduct its meetings during this time would defeat the purpose of accessibility and the informal supervision required by the District. This is not unlike the situation in El Dorado Union High School District (1985) PERB Decision No. 537, in which the contract required the teachers to report for duty one-half hour before classes were to start. The Board found that picketing in front of the school during that time period was an unlawful partial work stoppage, even though the teachers continued to perform their preclass responsibilities. Of relevance to this case is the Board's rationale for finding that such conduct constituted a partial work stoppage: The evidence shows that although Districtpolicy permitted teachers to choose where in the school they spent the 30-rninute periods'-; there was a paging system for contacting them when needed, and there was a telephone in the teachers' lounge. [Footnote deleted.] Thus, the District could readily meet its 21
obligations to student and parent needs. It would not be reasonable to impose on the district the obligation to search out teachers who claim they are available for duties that arise, but who are actually away from the school site itself. El Dorado, supra, at p. 4. Similarly, in the present case, allowing the Association to conduct its meetings during this time period would make the teachers unavailable for those numerous spontaneous instances when school personnel need to contact them. In reaching this conclusion, we overrule the standard previously articulated by this Board in PERE Decision No. 130, p. 9, in which the Board rejected the district's argument that these periods are paid preparation periods since, according to the Board, they are not "expressly and/or uniformly reserved for preparation time." 11 The fact that teachers exercise a certain amount of discretion in use of their time does not transform duty time, in this case, paid preparation time, into nonwork time. Further, this standard is not consistent with NLRB case law or other PERB precedent. This Board has long recognized that preparation time provided in a daily work schedule constitutes a part of the teacher's workload. Other than the Long Beach, supra, decision, the Board llwere we to continue to adhere to the standard set out in PERB Decision No. 130, we might well reach a different result, in light of the language of Article IV, section C, which states that the section "shall be amended to conform to the Public Employment Relations Board's final decision on this matter." Instead, we view the pertinent contract language in light of the standard adopted herein. 22
has never required a showing that preparation periods be expressly and/or uniformly reserved for preparation time in order to categorize such time periods as part of the work responsibility of the teacher. 12 Previous decisions make clear that, even where use of such time is at the discretion of the teacher, and some teachers use some portion of the period to rest or relax, the employer unlawfully changes the teachers' workload by unilaterally decreasing or eliminating the preparation period. None of these decisions refer to any requirement that such periods be expressly and/or uniformly reserved for preparation time in order to find that such decrease in allotted time results in an increase in personal 13 time devoted to work activities. The Board's most recent decision involving preparation time is Victor Valley Union High School District, supra, in which the Board adopted the ALJ's findings of facts in pertinent part. 12see Jefferson School District (1980) PERB Decision No. 133, p. 37; Moreno Valley Un1f1ed School District (1982) PERB Decision No. 206; Modesto city Schools (1983) PERB Decision No. 291; Grossrnont Union High School D1str1ct (1983) PERB Decision No. 313; Healdsburg Union High School District and Healdsburg Union School District/San Mateo School District (1984) PERB Decision No. 375; Corning Union High School District (1984) PERB Decision No. 399; Victor Valley Union High School District (1986) PERB Decision No. 565. 13Modesto, PERB Decision No. 291, supra, found that the association failed to meet its burden of proof because it did not show that the district's alteration in preparation time, in fact, extended the workday. Subsequent decisions have not - expressly required such actual proof of increase in the workday in order to find a unilateral decrease in preparation time to be unlawful. 23
In that case, the Faculty Handbook required teachers to be "on duty" 15 minutes before and 10 minutes after scheduled classes. The ALJ states, at pp. 5 and 6 of his decision: Presumably, the 15 minutes before the first class, and the 10 minutes after the last class was time in which a teacher could prepare lessons, grade papers, talk to students or parents - perform the non-classroom duties which are necessary parts of a teaching assignment. The use of each teacher's preparation time was within the discretion of the teacher; it was generally used for preparation of lessons, grading of examinations or other written work, or conferences with individual students. The Board affirmed the ALJ's conclusion that the district violated the Act by unilaterally changing the amount of "paid non-instructional time 11 without negotiating such change. While the foregoing PERE precedents do not address the issue of access time but, rather, involve the negotiability of preparation time, they are, nevertheless, instructive on the issue of the nature of preparation time. Even where employees have testified they used a portion of the time to rest or relax, a decrease in the amount of that time was nevertheless found to impact work hours. It is clear this Board views preparation time, including that duty time before and after classes begin, as part of the paid work time required of teachers without the necessity of showing it is expressly and/or uniformly reserved for preparation time. To take a contrary approach in the area 24
of access rights is inconsistent with the Board's established precedents involving negotiations and unilateral changes. Therefore, we conclude that these two 20-minute periods (as well as the conference/preparation period during the workday) do constitute work time, and the employer may validly deny access during that time. This is especially the case when the Association is accorded access during the lunch and nutrition breaks and prior to ana following these 20-minute periods, as well as immediately after school on the early-leaving day when teachers are released from duties at the same time as the students are dismissed. Association Business Away from the Presence of Students and Nonemployees On the final issue of the District's regulation that requires Association business to be conducted out of the presence of students and nonemployees, we first note that the contract does not address this subject and, therefore, the Association has not waived its right to object to this regulation. We agree with the ALJ that this regulation is unreasonable but do not entirely agree with her analysis. The ALJ concluded this regulation is 11 overbroad 11 and "vague." These terms are generally used in a constitutional analysis, which is not appropriately applied to this regulation. Rather, once the Association demonstrates restrictions of its presumptive right of access, which is apparent here on the face of the regulation itself, it is then incumbent upon the District to rebut the presumption by 25
demonstrating that such access would be disruptive. See Long Beach, supra, PERB Decision No. 130; The Regents of the University of California, University of California at Los Angeles Medical Center (1983) PERB Decision No. 329-H. Here, no evidence was presented on this point, and we cannot conclude that the regulation is reasonable on its face. Therefore, we affirm the ALJ, but on the basis of tbe District's lack of proof. ORDER Upon the foregoing findings of fact, conclusions of law, and the entire record in this case, it is hereby ORDERED that the Long Beach Unified School District and its representatives shall: A. CEASE AND DESIST FROM: Enforcing the District regulation which requires that the Teachers Association of Long Beach conduct organizational business with employees during nonwork times- in nonwork areas which are away from students or other nonemployees. B. TAKE THE FOLLOWING AFFIRMATIVE ACTIONS DESIGNED TO EFFECTUATE THE POLICIES OF THE EDUCATIONAL EMPLOYMENT RELATIONS ACT: 1. Within thirty-five (35) days following the date this Decision is no longer subject to reconsideration, post at all work locations where notices to employees customarily are placed, copies of the Notice attached as an Appendix hereto, signed by an authorized agent of the employer. Such posting shall be maintained for a period of thirty (30) consecutive workdays. Reasonable steps shall be taken to insure that this Notice is not reduced in size, defaced, altered or covered by any material. 26
2. Provide written notification of the actions taken to comply with this Order to the Los Angeles Regional Director of the Public Employment Relations Board in accordance with his instructions. It is further ORDERED that all other portions of the unfair practice charge and complaint are DISMISSED. Member Craib joined this Decision. Member Burt's concurrence and dissent begins on page 28. 27
BURT, Member, concurring and dissenting: I agree with most of the conclusions of the majority in this case. However, I cannot agree that the District may lawfully prohibit access for the 20-minute periods before and after school. The parties to this case first entered a "mini-contract", after the PERB hearing on the previous Federation charges concerning access, but before the decision of the administrative law judge. In March 1978 the parties began negotiations for a comprehensive agreement, and the ALJ's decision issued during negotiations, in June 1978. That decision described the prohibition against solicitation during the workday as the rule most problematic for the Federation. The decision contains a lengthy discussion of the 20-minute periods, and an extensive analysis of the "working hours/working time 11 dichotomy under the National Labor Relations Board (NLRB). Negotiations between TALB and the District concluded on May 21, 1979. At that point, the parties signed a contract with ambiguous language regarding the workday. The contract includes Article IV, section C, which provides as follows: Association Business: The Association agrees that its authorized staff and building representatives shall not conduct Association business with employees during regular workings hours. It is agreed that non-duty times are as follows: before and after the scheduled workday of each employee, the nutrition break, and lunch period. In no event shall any representative or unit member interrupt or interfere in any way with normal work. Any exceptions must be approved by the appropriate division assistantsuperintendent. It is further agreed that this section of the contract shall be amended toconform to the Public Employment Relations Board's final decision on this matter. (Emphasis added)
In May 1980, PERE issued its decision in Long Beach Unified School District (1980) PERE Decision No. 130, concerning the Federation's charges.. In that decision, the Board determined, among other things, that the prohibition on access during the 20-minute periods before and after school was unreasonable. TALB approached the District to modify the contract to reflect this decision, consistent with the contractual language providing that the contract "shall be amended" to conform with PERB's decision. The District refused to do so and, instead, unilaterally altered its regulations to define what it thought teachers were supposed to be doing during the 20-minute periods. It was at that point that TALB sought help from PERB by way of PERB's compliance procedures. Finding that compliance was not available, TALB filed charges with PERB, complaining, as had the Federation, about the District's access regulations, including those regarding the 20-minute periods before and after school. Under these circumstances, I cannot find that an ambiguous provision, apparently purposely left ambiguous by parties who were on notice of the issues raised by that ambiguity and awaiting clarification from PERE, consitututes a waiver of access rights during these periods. Further, while the majority apparently wishes that the 20-minute periods were working time, the ALJ in this case found 29
that the teachers' actual use of the 20-minute periods before and after school is "quite similar" to the uses found by the ALJ in the 1978 hearing; that is, the 20-minute periods are working hours but not working time. In addition to believing that the majority is in error on this point, I find it of some concern that the District apparently ignored the previous Board decision on this issue in a successful effort to force a second employee association to go through the entire PERB process once again in order to prove the same facts as those found in the first decision: the 20-minute periods are not working time and, following the NLRB's rule, TALB should be allowed access at that time.
APPENDIX NOTICE TO EMPLOYEES POSTED BY ORDER OF THE PUBLIC EMPLOYMENT RELATIONS BOARD An Agency of the State of California After a hearing in Unfair Practice Case No. LA-CE-1329, Teachers Association of Long Beach v. Long Beach Unified School District, 1n which all parties had the right to participate, it has been found that the Long Beach Unified School District violated Government Code section 3543.5(a) and (b) by adopting and applying a regulation which unreasonably interfered with employee organizations' right of access to employees as granted by section 3543.l(b) of the Act, by requiring employee organizations to conduct organizational business with employees during nonwork times in nonwork areas which are away from students or other nonemployees. As a result of this conduct, we have been ordered to post this notice and we will: CEASE AND DESIST FROM: Enforcing the District regulation which requires that the Teachers Association of Long Beach conduct organizational business with employees during nonwork times in nonwork areas which are away from students or other nonernployees. Dated: LONG BEACH UNIFIED SCHOOL DISTRICT By____,,__"".""":""--,---=---=----,------ Author1zed Agent THIS IS AN OFFICIAL NOTICE. IT MUST REMAIN POSTED FOR AT LEAST THIRTY (30) CONSECUTIVE WORKDAYS FROM THE DATE OF POSTING AND MUST NOT BE REDUCED IN SIZE, DEFACED, ALTERED OR COVERED BY ANY V.i.A TERIAL.
STATE OF CALIFORNIA PUBLIC EMPLOYMENT RELATIONS BOARD TEACHERS ASSOCIATION OF LONG BEACH, Charging Party, v. LONG BEACH UNIFIED SCHOOL DISTRICT, Respondent. ) ) ) ) ) ) ) ) ) Unfair Practice Case No. LA-CE-1329 PROPOSED DECISION (5/31/84) _____________________ ) Appearances: A. Eugene Huguenin, Jr., Attorney for Teachers Association of Long Beach~ Paul R. Causey, Attorney (McLaughlinand Irvin), Long Beach Unified School District. Before: W. Jean Thomas, Administrative Law Judge. PROCEDURAL HISTORY This case presents a challenge to a school district's promulgation and application of certain regulations which are alleged to unreasonably interfere with the exclusive representative's right of access to bargaining unit members. On March 16, 1981, the Teachers Association of Long Beach (hereafter TALB or Association) filed an Unfair Practice Charge against the Long Beach Unified School District (hereafter District) alleging a violation of the Educational Employment Relations Act (hereafter EERA or Act.)l The District filed an Answer on April 6, 1981. On April 9, 1981, the District also filed a Motion to Particularize the charge. An informal lThe Educational Employment Relations Act is codified at Government Code section 3540 et seq. All statutory references are to the Government Code. This Board agent decision has been appealed to the Board itself and is not final. Only to the extent the Board itself adopts this decision and
settlement conference was conducted by an administrative law judge for the Public Employment Relations Board (hereafter PERE or Board) on April 15, 1981, but the conference failed to resolve the dispute. Following the informal conference, the Charging Party filed a Response to the Motion to Particularize the Charge on April 27, 1981. The charge, as particularized, alleges that the District, by applying its regulations to TALB activities, has unreasonably interfered with the Association's right of access guaranteed by section 3543.l(b) by the following: (1) Limiting the time for conduct of employee Association business and employee personal business time to outside "duty hours" and, therefore, to include as working hours and exclude as access time, the 20-minute periods before and after school and the daily conference periods within the duty day during which times the employee is required to be at the site without specified duties; and (2) Limiting Association access to employees by specifying locations where Association representatives may meet with employees and requiring 24-hour advance notice for room arrangements when "it is anticipated that Association business is to be conducted formally or informally with a large group of employees." Such conduct is further alleged to have constituted violations of section 3543.S(a) and (b) of the EERA. 2
On May 6, 1981, the Respondent filed an Answer to Response of Charging Party to Motion to Particularize, admitting that it promulgated the revised regulations in September 1980, and asserting as one of its affirmative defenses, that the regulations were reasonably and validly promulgated pursuant to the power and authority granted to the District under the laws of the State of California. A Complaint and Notice of Hearing was issued by the Chief Administrative Law Judge of PERE on April 30, 1981, scheduling the first day of hearing for June 26, 1981. Later, this date was reset due to scheduling conflicts. The case was heard before the undersigned on September 22, 23, December 3, 4 and 8, 1981; February 8, 9, 10, April 1, and 2,2 May 20, October 28 and 29, November 1, 1982; and January 19, 1983. Post-hearing briefs were filed by both parties and the case was thereafter submitted for proposed decision. FINDINGS OF FACT A. Background The parties stipulated that the District is a public school employer within the meaning of the Act and that TALB is the 2oue to a mishap that occurred during the mailing of the hearing tapes for April 1 and 2, all the tapes for this session were lost in the mail. The hearing was recessed, pending a search by the u. s. Postal Service. The tapes were never recovered so the October 28, 29 and November 1 sessions were necessary in order to re-hear the lost testimony. 3
exclusive representative of the certificated K-12 employee bargaining unit of the District.3 The unit consists of all regular certificated employees under contract including classroom, Junior ROTC instructors, and specialist teachers; program facilitators, nurses, nurse facilitators, and librarians. It excludes all school counselors, guidance counselors, psychological services specialist, Child Development Center teachers, substitute teachers, part-time hourly teachers, management, supervisory and confidential employees. There are approximately 2700 employees in the bargaining unit, of which 1700-1800 are members of TALB. In grades K-12 there is an enrollment of approximately 57,000 students. The area served by the District includes Santa Catalina Island. There are 53 elementary school sites, 2 special schools, 14 junior high schools, 1 junior-senior high school, 5 senior high schools, 1 continuation high school and l.school for adults. The District's student population is composed of diverse racial and ethnic groups. In the 1981-82 school year 3Official notice is taken of the PERB representational files maintained in the Los Angeles PERB Office. Case file LA-R-47A shows that TALB was certified by the PERB as the exclusive representative of the Certificated Employee Unit (Unit A) on December 19, 1977. On this same date TALB was also certified by PERB as the exclusive representative of the ChildDevelopment Center Teachers Unit (Unit C) (LA-R-47C). However, access to members of the latter unit is not an issue in thischarge. 4
grades K-12 were comprised of 48.8 percent whites, 19.8 percent Hispanics, 19.4 percent blacks, and 12.0 percent other non-caucasians which included American Indians, Asians or Pacific Islanders, and Filipinos. This diversity was demonstrated at one junior high school where the enrollment consisted of students representing 27 different ethnic and minority groups speaking 15 different languages. Since the TALB was certified as the exclusive representative, the parties have entered into several collective bargaining agreements. The first agreement, which they refer to as a "mini-contract or agreement," was negotiated in 1978 for a term extending from March 13, 1978, to October 15, 1978. The first comprehensive collective bargaining agreement covered the period from May 21, 1979, through August 31, 1981. Pursuant to the reopener provisions of that agreement, and subsequent negotiations, the term of that agreement was extended to June 30, 1982. At the time of the hearing the terms of this agreement were still in effect. B. Events Leading to the Current Charge On October 1, 1976, the District promulgated a set of administrative regulations entitled "Administrative Regulations: Association Activities Involving District Employees and Employee Associations." These regulations were 5
issued in memorandum form by the District's then-coordinator of employee relations, William Marmion, and distributed to all District management and supervisory employees and employee organizations. The regulations set forth the District's rules concerning on-campus activities by employee organizations. Subsequently, certain provisions of these regulations became the subject of an unfair practice charge filed by the Long Beach Federation of Teachers, Local 1263, AFT, AFL-CIO (hereafter AFT) on August 24, 1977.4 In the resulting PERB decision, Long Beach Unified School District (5/28/80) PERB Decision Noe 130, the Board found that various provisions of the contested regulations were unreasonable within the meaning of section 3543.l(b) and constituted unlawful interference with access rights guaranteed by EERA, in violation of section 3543.S(a) and (b). Not all of the regulations challenged in Long Beach, supra, are in dispute.in this case. One of the rules to which 4Qfficial notice is taken of ali PERB files maintained regarding this charge, including the proposed decision issued by the hearing officer on June 2, 1978, and the Board's subsequent decision. These records show that TALB requested permission to join as a party to the action on October 24, 1977, and the request was granted. Thereafter, pursuant to an informal settlement agreement, among other things, TALB withdrew as a party to the case. 6
objections were raised in that case and is again in issue here, was entitled "Activity Hours."5 This regulation banned 5This rule, in pertinent part, stated as follows: II. Activity Hours A. Employee Association Business--All activities concerning association business, as defined, shall be conducted outside duty hours of the workday for the individuals involved. All association business when on district property shall be conducted away from students and other non-employees. (Example: No association business shall be conducted during such events as PTA or Advisory Council meetings, Open Houses, etc., or in the presence of VIPS or other non-employees.) . . . . . . . . . . . . . . . . . . e . . . . . c. Workdays--Definitions apply as follows: 1. Teachers (includes Math/Reading Specialists)--Normally, the teachers' workday extends from 20 minutes before the first assigned period to 20 minutes after the last assigned period; including class, conference, and preparation periods. (Kindergarten teachers have the same workday as other elementary teachers. Elementary teacher-librarians work a 7-hour day.) It also includes additional relatedservice time such as after school and evening supervision of student body activities and other extra-curricular duties. (Emphasis in original.) 2. Other Employees--All other regular full time employees have an eight-hour day, exclusive of a lunch period. 3. Nutrition and Lunch--No part of the duty-free nutrition and lunch periods (except for passing time supervision of students when assigned) is considered to be duty time. 7
employee association business6 during an employee's "duty hours" of the workday. Another disputed rule, which is again being challenged, prohibited various organizational activities by employees during the duty hours of their workday. Such activities included any solicitation or distribution related to association business.7 6These same rules defined "employee association business"as: ... any activity related to recruitment of members, circulation of petitions, election campaigning, or other matters relating to unit determination hearings and exclusive representation elections. 7This rule read as follows: III. Prohibited Activities by Employees During Duty Hours The following is a partial list of activities which may not be conducted by employees during the duty hours of their workday (emphasis in original): A. Planning, attending, or conducting association business meetings B. Soliciting employee membership in an association C. Meeting for the purpose of collectingsignatures for exclusive representation petitions or related activity D~ Campaigning prior to a hearing or an election E. Soliciting employees for funds or services in behalf of an employee association F. Preparing or duplicating written material for association business purposes 8
The AFT also objected to a rule requiring employee organization representatives who did not work on the campus where an informal or formal meeting was to take place to make arrangements at least one day in advance for meetings with four or more employees.8 G. Contacting employees or association representatives for the purpose of transacting association business Note: Secretaries and clerks will place messages regarding incoming calls in employee mailboxes but will not deliver messages to rooms or other sites. H. Distributing written materials on association business I. Using district facilities, equipment, supplies as per section V., paragraph E. 5. of this bulletin 8The rule concerning the prior arrangement requirement read, in pertinent part, as follows: V. Organizing Activities by Employee Associations . . . . . . . . . . . . . . . . . . ·. . . . e D. Facilities Arrangements . . . . . . . . . . . . . . . . . . . . . . . 2. Association Business with Groups of Employees--When it is anticipated that association business is to be conducted informally or formally with a group of four or more employees, room arrangements must be made at least one day in advance of the meeting. The request for access must be made to the site mana9er or supervisor and shall include the specific date, time and size of a facility requested. The principal or office head will evaluate the request and normally authorize use of the facilities while mindful of the district's need to balance fairly the rights of all employees, of other associations, and of the district itself. Failure to make arrangements in advance shall be grounds for prohibiting any such meetings at the site. 9
With respect to this latter rule, the Board reached the following conclusion: The Board finds that the District's rule is reasonable and it may legitimately require that one day advance notice be given in order for an employee organization to secure the use of rooms not normally used by nonworking employees. However, to the extent that the District's rule appears to require that all meetings with four or more employees be conducted at such pre-arranged facilities, the regulation is unreasonable. The Board recognizes, of course, that in certain settings, unlike lounges, lunchrooms or other nonworking areas, large gatherings of employees may be disruptive of the educational process unless they are conducted in appropriate facilities, for which advance notice is generally required. However, absent the nonavailability of appropriate facilities or a showing ofprobable disruption of school functions, there is no justification for the District's rule which has the result of denying an employee organization the right to use such facilities for organizational activity conducted during nonworking hours. (Long Beach Unified School District, supra, at p. 22.) It determined that certain of the other challenged regulations, including sections II and III set forth above, were unreasonable, unlawfully interfered with the employee organizations' right of access to employees and were therefore in violation of the EERA. In response to this decision the District revised the regulations and reissued them, effective September 15, 1980, in the same bulletin form as before. A cover memo addressed to principals, office heads and employee organization stated that 10
the changes made were "pursuant to a recent PERB Decision." Also attached was a copy of a document entitled "Log of Visits of Employee Association Representative," which was to be used by association representatives when they visited local school sites on association business. The cover memo also stated that "[r]epresentatives may be asked for commonly-accepted forms of identification at the time they check in." The first page of the bulletin stated that the regulations superseded those issued October 1, 1976, and were to be brought to the attention of staff and members of an association, and posted. Those parts of the revised regulations which are again in issue are set forth below. II. Activity Hours A. Employee Association Business--All activities concerning association business, as defined,9 shall be conducted outside duty hours of the workday for the individuals involved. All association business when on district property shall be conducted in non-work areas during non-work periods away from students and other 9The term "empl61~~ association business" is defined as: ... any activity related to recruitment of members, circulation of petitions, election campaigning, matters relating to unit determination hearings and exclusive representation elections, or other business of the association. NOTE: An association/union which has been certified by the PERB as an exclusive representative has additional specified rights provided by law. 11
non-employees. (Example: No association business shall be conducted during such events as PTA or Advisory Council meetings, Open House, etc., or in the presence of VIPS or other non-employees.) B. Personal Businessl0--Conferences on the personal employment problems of an employee shall be conducted outside duty hours of the workday for the individuals involved. (Emphasis in original.) C. Workdavs--Definitions apply as follows: 1. Teachers (includes Math/Reading Specialists)--Normally, the teachers' workday extends from 20 minutes before the first assigned period to 20 minutes after the last assigned period; including class, conference, and preparation periods. The 20-minute periodsbefore and after the instructional day are deemed to be duty time to be used for consultation with students, parents and/or school personnel, or class preparation in classrooms or school offices, or for supervisory duty directed by manager.* (Kindergarten teachers have the same workday as other elementary teachers. Elementary teacher-librarians work a seven-hour day.) It also includes additional related service time such as after school and evening supervision of student body activities and other extra-curricular duties. (Emphasis in original.) 2& Other Classified and Certificated Employees--All other regular full time employees have an eight-hour day, exclusive of a lunch period. *See appropriate job descriptions for lists of duties. 10In the revised bulletin the term "personal business" is defined as: ... any activity initiated by an individual employee who has the need to consult with an association representativebecause of some personal employment mattersuch as the processing of a grievance. 12
3. Nutrition and Lunch--No part of the duty-free nutrition and lunch periods (except forpassing time supervision of students when assigned) is considered to be duty time. 4. Child Development Center and Other Part-time Employees (including Teacher Aides)--Meetings for these employees may be arranged at work sites so long as they do not conflict with the individual employee's duty time and do not disrupt the work function of other employees still on duty. Access rights of associations to these employees shall be respected within reason. III. Prohibited Activities by Employees During Duty Hours The following is a partial list of activities which may not be conducted by employees during the duty hours of their workday (emphasis in original): A. Planning, attending, or conducting association business meetings. B. Soliciting employee membership in an association. C. Meeting for the purpose of collectingsignatures for exclusive representation petitions or related activity D. Campaigning prior to a hearing or an election E. Soliciting employees for funds or servicesin behalf of an employee association F. Preparing or duplicating written materialfor association business purposes G. Contacting employees or association representatives for the purpose of transacting association business Note: Secretaries and clerks will placemessages regarding incoming calls inemployee mailboxes but will not delivermessages to rooms or other sites. 13
H. Distributing written materials on association business Note: Off-duty employees may distribute materials to mailboxes or to other off-duty employees on non-duty time. (See Section V, paragraph D.l, page 6.) I. Using district facilities, equipment, supplies as per Section v., paragraph D. 4, p.7. v. Organizing Activity by Employee Associations . . . . . . . . . . . . . . . . . . . . c. Facilities Arrangements . . . . . . . . . . . . . . . . . . . . 1. Association or Personal Business with Individual Employees--An assoc1at1on representative who is not employed at the site may meet privately with small groups of employees during non-duty hours in a lounge, workroom, lunchroom or other similar area solong as the conversation will not seriously disrupt or interfere with the use of the area by others. The specific lounge or other area may be specified by the site manager or supervisor. 2. Association Business with Groups of Employees--When it is anticipated thatassociation business is to be conducted informally or formally with a large group of employees relative to the size of the room, room arrangements must be made at least one day in advance of the meeting. The requestfor access must be made to the site manager or supervisor and shall include the specificdate, time, and size of the facility requested. The principal or office head will evaluate their request and normally, authorize the use of the facilities while mindful of the district's need to balance fairly the rights of all employees, of other associations, and of the district itself.Failure to make arrangements in advance shall be grounds for prohibiting any such 14
meetings at the site. (Emphasis in original.) 3. Right of Refusal--The site manager has the right to refuse permission to use a facility if appropriate facilities are not available or if there will be a probable disruption of school functions. During the summer of 1980 and just prior to the District's issuance of the modified regulations, Shirley Guy, Executive Director of TALB, contacted Marmion about having a meeting to discuss revisions of the 1976 regulations based on the Board's rulings in Long Beach, supra. A meeting was eventually scheduled for September 11; 1980, but was cancelled by Marmion and not rescheduled. Shortly thereafter, Marrnion's position with the District was changed and he no longer had responsibility for employee relations activities. On October 22, 1980, Ms. Guy wrote to Torn Collins, the new coordinator of employee relations and former assistant to Marmion, requesting a meeting to discuss "a number of [TALB] concerns" regarding the newly amended regulations. On that same date, Guy wrote to Frances Kreiling, Regional Director of the PERB Los Angeles Regional Office, and requested an investigation into the District's compliance with PERB Decision No. 130 (Long Beach, supra). In her letter Guy stated the following: The District has posted Notices in the schools of the District. The District has also amended its regulations governingEmployee Association Activities. However, it is the feeling of the Teachers 15
Association of Long Beach that the revised regulations do not comply with the Order of the Decision [PERE Decision No. 130, LA-CE-171] and further that the implementation of the regulations do not comply with the provisions of the Order. Sometime in late October or early November of 1980, Guy and Collins had a meeting on another matter during which time they discussed the amended regulations. Also present at the meeting were Robert Welborn, a field representative for TALB, Donald Goddard, president of TALB, Donald Ashley, assistant superintendent, personnel services division and Marjorie Ingram, assistant coordinator, employee relations. During the meeting, Guy stated the Association's belief that the revised regulations did not conform to the mandate expressed in PERE Decision No. 130. Collins took the position that the amended regulations did conform to the PERB order. At the conclusion of the meeting, their positions were unchanged and the matter remained unresolved. Sometime during this same period, Kreiling contacted Collins by telephone to inform him that TALB had requested an investigation regarding the District's compliance with the Board Order in Long Beach, supra. In a letter to Guy dated December 4, 1980, Kreiling requested specific allegations about the District's non-compliance with the PERE Order. On December 16, 1980, Guy sent Kreiling a lengthy letter which characterized the changes in the regulations as "window dressing," outlined the Association's view of the lack of 16
substance in the changes actually made in the 1976 regulations, and cited examples of difficulties that TALB representatives were encountering in attempting to gain access to teachers during the 20-minutes before and after the assigned instructional periods. On February 11, 1981, Kreiling notified Guy by letter, that pursuant to her investigation of TALB's complaint, she was denying the Association's request for initiation of compliance procedures stating, among other things, that TALB lacked standing as a party to the proceeding in Long Beach, supra. Kreiling did note that TALB was not foreclosed from filing an unfair practice charge against the District. On March 16, 1981, the instant charge was filed. C. History of Collective Bargaining Negotiations Between the Parties In the spring of 1978 the parties negotiated their first collective bargaining agreement (CBA) which was in effect for the period from March 13, 1978, through October 15, 1978. This agreement, referred to by the parties as the "mini-contract or agreement," was negotiated shortly after TALB was certified as the certificated unit exclusive bargaining representative. The intent of this agreement was to achieve a quick resolution of salary matters for the bargaining unit and to maintain the status quo with respect to all other areas pending future 17
negotiations. Evidence of this intent was placed in Article VI - Negotiation of Successor Contract, section 6.20 which stated as follows: The Association and the District further agree that for the duration of this agreement, the District's existing written policies and regulations on salaries and fringe benefits, hours of employment, voluntary payroll deductions, leaves ofabsence, transfer, safety conditions of employment, class size, evaluationprocedures, grievance processing, and association activities shall remain in effect unless a change is mutually agreed upon by the parties to this agreement. At that time the District regulations covering employee organization activities were the same 1976 access regulations which were being challenged before PERB and were subsequently lit1gated in Long Beach Unified School District, supra. Shortly after entering into the mini-contract, the parties commenced negotiations for a more comprehensive CBA. Those negotiations, which included impasse and a PERE-appointed mediator, lasted from March 1978 until May 1979. The resulting contract, which was the second CBA between the parties, but their first comprehensive agreement, was in effect for the period from May 21, 1979 to August 31, 1981. The above negotiations included extensive discussions about Association rights and access to members of the bargaining unit. Following the initiation of these bargaining sessions, the hearing officer's proposed decision in LA-CE-171 (which provided the basis for PERB Decision No. 130) was issued on 18
June 2, 1978. Thus, while the parties were in the midst of their negotiations, they were aware of the fact that the proposed decision had found parts of the District's regulations governing employee organization access to be unreasonable and therefore, in violation of the Act. They were also aware during this time that exceptions were filed to the hearing officer's decision and the case was pending before the Board for a final determination. That agreement contained several articles which are relevant to the issues now being raised by this case. Article IV, which concerned association rights, stated in pertinent part: A. Association Use of District Facilities: The Association and its members may utilize District school buildings and facilities. 2. During operation hours, the District agrees upon 24-hour advance request and approval of the site manager to grant the Association access to lounges, faculty dining rooms, or other designated locations for the transaction of Association businesswith employees on non-duty time as provided in Section C. . . . . . . . . . . . . . . . . . . B. Association Communications . . . . . . . . . . . . . . . . . . . . 3. FACILITY MAILBOXES. The District authorizes the Association to use 19
school and other District facility mailboxes. Distribution of communications shall be by employees on non-duty time or by non-site representatives of the Association. c. Association Business: The Associationagrees that its authorized ~taff and building representatives shall notconduct Association business with employees during regular working hours. It is agreed that non-duty times are as follows: before and after the scheduled workday of each employee, the nutrition break, and lunch period. In no event shall any representative or unit member interrupt or interfere in any way with normal work. Any exceptions must be approved by the appropriate division assistant superintendent. It is further agreed that this section of the contract shall be amended to conform to the Public Employment Relations Board's final decision on this matter. The last sentence in Article IV, paragraph C, above memorializes the parties' acknowledgment that the challenges to the Distrist's access regulations regarding this matter were before the PERB. The language of this provision expresses their intent to make changes in this section in accord with the Board's final determination on this matter. Article V of that CBA covers days and hours of employment for unit members. Article V, section A, contains specific provisions regarding the workday as set forth below: A. Workday 1. It is agreed that the professional dutiesof employees require both on-site and off-site hours of work, that the varying nature of such professional duties may not lend itself to a total maximum dailywork time of definite or uniform length, 20
and that such duties are normally expected to involve no fewer than eight (8) hours of total effort each workday for both classroom and non-classroom employees. 2. The regular school day for elementary school teachers is as follows: In the elementary schools teachers shall report for duty not later than twenty (20) minutes before the opening of class. They shall remain twenty (20) minutes after the close of their last assigned period of the day (except on Wednesdays or Fridays--as agreed upon by each school faculty), unless excused earlier orrequested to remain by the principal. On Wednesday or Fridays teachers may leave the building immediately upon the closeof the regular school day for pupils, except that if district meetings are scheduled on the early day, another daymay be designated. Teachers of kindergarten and the first three grades remain on duty as long as teachers of the fourth through sixth grades, unless excused earlier by the principal. Teachers assigned to elementary school libraries work a seven-hour day. 3. Junior and senior high school teachers shall report for duty at least twenty (20) minutes before the opening of the first assigned class, conference period,or homeroom and shall check their mailboxes daily before their first assignments. Teachers remain at least twenty (20) minutes after the close ofthe last assigned class or conference period, except on Wednesdays when they may leave the building immediately upon the close of the last assigned class or conference period, unless assigned to an after-school duty. If District meetings are scheduled on Wednesdays, another day, preferably Friday, may be designated as the early leaving day. 21
4. The on-site workday for other unit members including nurses, secondary school librarians, and program facilitators shall be eight (8) hours per day, exclusive of lunch. Occasional modifications of the on-site work hours may be requested by the employee and approved by the site manager so as to accommodate job responsibilities that must be done outside of normal working hours. Driving time between district sites shall be included as part of the normal working day, ex.elusive of the duty-free lunch period. 5. Modification in the students' schedule such as "minimum days" shall have no effect on the unit member's workday as described above, except for Back-to-School Night in the fall and Open House during one night of Public Schools Week in the spring. Additional exceptions may be approved by the appropriate divisional assistant superintendent. 6. It is recognized that in carrying out job responsibilities, ~ach employee shall perform many duties and adjunct responsibilities which occur outside of the scheduled minimum on-site duty day. Such duties may involve activities such as supervision of pupils, sponsorship of student activities, and participation in school, districtwide, and parent-community committees. Managers shall seek volunteers for such duties and adjunct responsibilities. However, in the absence of volunteers, the managers may assign unit members to meet the needs of the school situation. The maximum expectancy for any secondary school teacher is eighty (80) minutes per week for such duties and adjunct responsibilities, exclusive of faculty/department meetings. Because school activities are not equally distributed throughout the year, the teacher's duties and adjunct 22
responsibilities may exceed eighty (80) minutes during some weeks and be less in others. The maximum expectancy shall be twenty-four (24) hours in an eighteen (18) week period. 7. All unit members shall be entitled to the statutory minimum duty-free lunch period thirty (30) minutes. Normally, teachers can expect to have the same length of lunch period as students except that the site manager may assign employees to supervisory duties during the passing periods and/or to meet the occasional needs of the school lunch period situation. 8. The scheduled preparation period at the secondary level is defined as paid working time for the specific purposes of preparing materials, conferring with students, parents and administrators, and other duties subject to assignment by the principal. It may also, if deemed necessary by the immediate site manager, be used for providing replacement services (class coverage) for a temporarily absent unit member. Replacement service may be required when another teacher is absent, no substitute teacher is immediately available, and, in the judgment of the administrator, no other certificated employee is available. The site manager shall make a reasonable effort to distribute these occasional replacement assignments equitably. 9. In the elementary school, limited preparation time may be arranged at individual school sites through staffing patterns that a) are educationally justifiable; b) do not reduce total instruction time for students; c) are developed jointly by the teaching staff and the site manager, and d) are approved by the Assistant Superintendent, Elementary Division. 23
10. Employees who request a part-time assignment shall have a minimum on-siteresponsibility exclusive of any duty-free lunch period proportionate to their contract assignment. Elementary part-time teachers who teach half of the normal instructional time shall have a workday that is one-half the workday of a full-time teacher. Secondary part-time teachers who are assigned to three (3) instructional periods shall have a workday that is one-half the workday of a full-time teacher; other workdays shall be based upon the principle that exclusive of the lunch period, six (6) periods plus required time before and after classes constitute a full-time assignment .. Teachers who work less than full-time shall not be scheduled for a preparation period as part of the workday. Employees who work half-time or less shall be exempt from all extra-duty responsibilities except for faculty meetings which arecontiguous with the employee's workday and annual PTA-open house activities. 11. The provisions of this section shall not apply to teachers in the Outdoor Education program. Article XIV of the agreement contains the grievance procedure. Section A, paragraph 1, defines a grievance as: A claim by a grievant that he/she has been adversely affected by an interpretation,application, or violation of the specificprovisions of this Agreement. Informally, a grievance may be presented verbally;formally, it shall be presented in writing. The grievance procedure includes an informal level which enables a grievant, before filing a formal written grievance, to attempt resolution through informal conference with the site 24
manager. The formal level of the procedure consists of four steps. The procedure also makes provisions for the grievant to be granted release time to process the grievance.11 In the spring of 1980 the parties commenced reopener negotiations on certain items of the 1979-81 CBA. Those negotiations extended into the fall of 1980, culminating in a ratified agreement in November 1980. This amendment to the CBA extended the contract term to June 30, 1982. All provisions of 1979-81 CBA set forth above, remained unchanged in the extended contract. During the 1980 contractual negotiations, the parties again went to impasse and had a PERE-appointed mediator assist llArticle XIV, section G, paragraph 4, states: RELEASED TIME. a) An employee with a grievance shall be granted reasonable released time to process the grievance; b) the Association may, upon request of the grievant, have released time for an authorized representative to participate in a grievance conference; c) the Association shall designate in writing to the Employee Relations Office the names of unit members who are authorized as grievance representatives prior to the District's approval of released time; d) except for the informal conference, an employee must request approval from the site manager at least twenty-four (24) hours prior to being released from duties to participate as a grievant or representative in a grievance conference; e) released time shall be limited to one Association representative per grievance conference; f) released time for processing grievances at the site level shall be at times that do not disrupt direct service to students. 25
them. While these negotiations were underway, the Board issued its decision in Long Beach Unified School District, supra on May 28, 1980. As was stated above, sometime in July or August of 1980 Ms. Guy contacted Mr. Marmion about their having a meeting to discuss the decision as provided for by Article IV, section C, of the CBA. However, the parties did not actually meet until after the District had completed revision of the 1976 regulations and reissued them effective September 15, 1980. Association access was not one of the subjects of the 1980 negotiations. Ms. Guy testified that TALB did not place the item on the table because it was not one of the items which was subject to the reopener. Ms. Guy was TALB's chief negotiator for all three CBA's negotiated by the parties at the time of the hearing. Marmion was the District's chief negotiator until October 1, 1980, when Collins replaced him. However, Collins was present during the course of negotiations for all three agreements as Marmion's assistant until his appointment as employee relations coordinator. D. Teachers Use of Time During 20-Minute Periods and Conference/Preparation Periods Since at least 1943 the District has maintained the practice of requiring teachers to report to duty at least 20 minutes prior to the beginning of the first assigned class, 26
conference period, or homeroom and remain on duty at least 20 minutes after the close of the last assigned class or conference period of the day (except on Wednesdays or Fridays). Traditionally, Wednesdays and Fridays are known as the "early leaving days." On either of those days, as agreed upon by each school faculty, the teachers may leave at the close of the last assigned class or conference period, unless given-an after school assignment. The District relies on State Department of Education regulations as the source of its authority for requiring teachers to be on duty for the two 20-minute periods each aav.12 Since the mid-1940's, the District has also maintained the practice of designating one non-teaching period per day as a conference or preparation period for secondary level teachers. The conference/preparation period, commonly referred to as the "conference period," is time during the instructional day 12Title 5, Calif. Admin. Code, section 5570 states: Unless otherwise provided by rule of the governing board of the school district, teachers are required to be present at their respective rooms, and to open them for admission of the pupils, not less than 30 minutes before the time prescribed for commencing school. All teachers shall observe punctually the hours fixed by regulation of the governing board of the school district for opening and closing school. 27
to be used for class preparation and other classroom-related responsibilities, consultation with parents or other school personnel, school business meetings, and specific supervisory duties as assigned by the principal or site manager. For example, a teacher may be assigned to provide replacement services (class coverage) for a temporarily absent teacher where no substitute teacher is immediately available. Faculty at some of the elementary schools have agreed to work extra minutes during the regular instructional period during the week in order to have a block of non-classroom time set aside once each week for preparation time. The extent to which elementary schools throughout the District have scheduled weekly preparation periods is unknown. However, at least two witnesses employed at different elementary school sites testified that they have such time set aside in their programs. In 1978 when the parties negotiated the first CBA, the District had a set of regulations entitled "Regulations of the Board of Education" which contained among other things, specific provisions regarding the workday of certificated personnel. Those provisions required all classroom teachers to report to duty at least 20 minutes before their first assignment. A copy of these regulations is issued to every teacher at the beginning of the person's employment with the District. 28
In 1981 the above-mentioned regulations were revised. The revision contained no reference to the workday or hours of teachers, but did include a detailed listing of teachers' duties. Article V, section A, paragraphs 2 and 313 of the current CBA refer to the 20-minute periods as "duty time." However, these provisions contain no listing of specific duties or assignments to be performed during this time at the elementary level. At the secondary level, the contract specifically requires junior high and senior high school teachers to check their mailboxes daily before their first assignment. Both parties presented a number of witnesses who testified about their normal activities during the two 20-minute periods. The evidence is uncontradicted that, as a general rule, teachers at both the elementary and secondary level engage in some type of professional preparation in the time both before and after the instructional day. However, the actual use of these 20-minute duty times, varies with the individual teacher according to his/her particular school site and the grade level taught. In the mornings many teachers arrive on the campus as much as 30-45 minutes prior to the beginning of the 20-minute period in order to complete specific preparation activities which they deem to be important. 13see full text, supra at p. 21. 29
The activities performed are generally left to the discretion of the individual teacher. Examples of these activities include opening and preparing the classroom for the arrival of the students, checking on equipment or supplies to be used during classroom instruction, duplicating written materials, writing assignments on the classroom blackboards, consulting with the school nurse or other support personnel, and distributing materials on the pupils' desk. If assigned by the principal, some teachers at the secondary level must supervise the halls during the students' passing period just prior to the beginning of the first period. At the elementary school level, the teachers are assigned 15-minute yard duty in the mornings on a rotating basis, the frequency of which depends on the number of teachers at a particular site. Once a month, staff meetings are held, usually in the morning prior to the beginning of the 20-minute period, and may extend into part of the 20-minute duty time. Faculty committee meetings are generally held in the afternoon, starting at the beginning of the 20-minute period. Teacher participation in faculty committees is usually voluntary. At each school site there is an area which is designated as the teachers' lounge. This lounge is utilized by the teachers for rest and relaxation and, in some instances, for lunch breaks. The actual size and number of lounges per school site and type of equipment kept in these areas varies considerably 30
throughout the District. In some schools, aside from the furniture, magazines, etc., for the teachers to utilize during their break time, the lounges contain equipment such as duplicating machines which the teachers use for class work. Occasionally, some lounges are used as a work area by a teacher during the conference/preparation period if that person's classroom is in use during this time. The classroom teachers do not have private offices. Aside from the faculty dining rooms, the lounges are generally the only other areas on the campus where teachers may smoke and have coffee or other refreshments. Testimony presented by various witnesses for both sides exemplified how teachers' activities during a "typical day" vary. For example at the elementary level, Violet Moody, a third grade teacher at Jane Addams School and a witness for the District, is involved in "team teaching" with five other teachers for the reading classes at her school site. This program requires a great deal of coordination between the teaching staff and their assistants. This school also has several specially-funded state and federal programs because of the very diverse student population. Thus most of her time during the 20-minute periods is taken up by the consultation and record-keeping activities required for these programs. At her school the teachers do not have a weekly preparation period. Their early-leaving day is Wednesday. Occasionally, 31
faculty meetings have been scheduled on the early-leaving day and the time consumed by these meetings is not given back to the teachers. Similarly, Loretta Foster, a bilingual kindergarten teacher at John Muir School and a witness for TALE, spends approximately 95 percent of her non-classroom duty time doing class preparation work. At her school, the kindergarten teachers do have a preparation period of approximately 70 minutes in the afternoon which they utilize preparing lessons for the next day's classes. Because the lessons must be prepared in two languages, a great deal of time is required to accomplish this task. Three of the witnesses presented by the parties were department heads. As defined by the District's job descriptions, department heads have extra duties for which they receive extra compensation. Jo Ann Powell, a TALB witness, had a special assignment as the yearbook advisor at Jordan High School. The evidence presented by all these witnesses indicates that each of them spends time during both 20-minute periods and their conference periods attending to many of the extra duties required of department heads or teachers with special assignments. In addition, on a regular basis, these individuals must have meetings with the school principals and their respective departmental staff, or the students involved in projects such as the yearbook. These meetings are in 32.
addition to the regular monthly site staff and committee meetings referred to above. The use of the 20-minute periods after the last assigned instructional period also varies somewhat. Some teachers use this time to meet with students who have special instructional needs, do their blackboard work for the next day's class, go to the mailbox, go to the teachers' lounge and relax and converse with other teachers, attend committee meetings, meet with parents, and secure the classrooms or remove their materials from the classrooms if the classroom is to be used for other activities at the end of the regular day. At the junior high level, some six or seven schools have a daily after school tardy/detention program for pupils which lasts for 10-15 minutes of the 20-minute period. The teachers assigned to conduct the detention must remain in the classroom to supervise the detainees. The frequency of this assignment depends on the number of pupils who must be detained. If a teacher elects to take unauthorized leave from the campus during the 20-minute period, the District practice has been to charge that individual with leave time pursuant to the leave provisions of the CBA. The scheduled conference/preparation period is defined by Article V, section A, paragraphs 8 and 9 of the CBA14 as paid working time for bargaining unit members. 14see full text of provisions, supra at p. 23. 33
The use of the conference periods varies according to the needs of a particular teacher. But generally, it was acknowledged by all witnesses that this time is considered to be working time to be used for such activities as paperwork, conferencing with pupils or parents, conferencing with resource personnel, going to the library, ordering of supplies, checking on equipment, etc. These are all activities related to the instructional programs. The time is also used for such assigned duties as replacement services, as mentioned above, attendance at faculty meetings and participation in conferences related to grievance processing. Release time is available to a teacher for this activity in accord with provisions of the CBA.15 Those teachers, who do not use the conference period for purposes described above or take unauthorized leave from the campus during this time, have been disciplined by their prfncipals and/or charged with leave time as provided for by the CBA. E. The District's Policy Regarding Use of its Facilities The use of District facilities for meetings, other than classroom teaching, is commonplace. For example, various extracurricular activities occur before and after school, such as student club meetings, special projects, the yearbook and tutoring. Also the academic departments, at a school site have 15See full text of this provision, §Upra at p. 25. 34
various meetings throughout the year which require the use of rooms other than for classroom instruction. Pursuant to the Civic Center Act (California Education Code sections 40046-40058) the District is required to make its facilities available for use by community and civic groups. In furtherance of this obligation the District has established various policies regarding the allocation of its facilities for civic activities. These policies require that groups desiring to use District facilities must submit applications for permits at least two weeks prior to the date of the event for which the District site is to be required. Under the Civic Center Act organizations such as the Girl Scouts, Boy Scouts, the Parent-Teachers Association and other service and community-oriented groups use the District's facilities for their meetings and activities. Additionally, the District has an adult school population of 3,000 students who use District sites for evening school classes. Article IV of the CBA contains provisions regarding the Association's use of District facilities. Section A, paragraph 216 of that Article provides for 24-hour advance request by the Association for access to lounges, faculty dining rooms or designated locations for the transaction of Association 16see full text of this provision, supra at p. 19. 35
business. The District's access regulations set forth above, also require one-day advance arrangement where a large group meeting is to be held.17 In practice the District only requires TALB to submit the advance request when there is a large group meeting, whether formal or informal. Informal meetings or visitations by TALB with small groups of employees do not require a 24-hour advance room request for access to the lounges, etc. F. TALB's Visitations to School Sites The TALB schedule of school site visitations is developed by its office personnel each school year at the beginning of the fall and the spring semesters. This schedule is sent to the District's employee relations office and to each TALB school site faculty representative at the beginning of the semester. Approximately 1 1/2 weeks prior to the scheduled visit, the TALB office sends a reminder to the site faculty representative in order that room arrangements, if needed, can be made. Room arrangements are made with the site manager. That notice is also posted to let the teachers at a facility know that a visit is scheduled. During the fall semesters of the 1980-81 and 1982-83 school years, the TALB visitation schedules were set up on a rotation basis. During the 1980-81 school year, the visitations were 17see full text of this provision, supra at p. 14. 36
conducted by Guy, Welborn and Goddard, who was then the TALB president and on leave of absence. The visitations at the elementary schools were scheduled for mornings, usually beginning at 7:30 a.m. Visitations at the secondary schools were scheduled during lunch time. Room arrangements for the meetings are generally left up to the site representative, depending on the type of meeting planned, i.e., a formal structured meeting or an informal visitation. Occasionally, the meeting times are modified if the faculty, at a particular site, prefer a time other than that scheduled by the Association. TALB representatives also have meetings with individual teachers which, on occasion, have been held during the scheduled conference periods in the teacher's classroom or the faculty lounge. Welborn testified that at times he has met with teachers regarding grievance matters during their conference periods without obtaining authorization from the site principal. He viewed the investigation of possible grievances as part of the grievance process permitted by the CEA. Upon arrival at a local school site, the general practice of TALB representatives is to go to the principal's office and sign in on the log for employee organization visits. However, both Guy and Welborn admitted that they have visited individual 37
teachers at a site without first signing in at the principal's office. Guy testified that if the meeting was related to a possible grievance matter, she considered the meeting to be "confidential" and therefore, it was not entirely necessary to sign in. She further testified that generally when she has visited individual teachers without first going to the principal's office to sign in, the visitations were to drop off TALB materials such as membership applications, etc. During the 1980-81 school year, a very high percentage of the morning visitations which ~ere scheduled to begin at 7:30 a.m. extended into the 20-minute period by as much as the entire 20 minutes. The use of the entire period during a visit has occurred when discussion ensued between one or two individual teachers and the TALB representative. TALB representatives testified that it had been their observation that when a teacher had a specific assignment or a duty during the 20-minute period, that person simply left at the appropriate time during the visitation. Visitations at the secondary schools during the lunch periods (where the schools have two lunch periods) had at times extended past the lunch period and into the conference period if that period occurred immmediately after the duty-free lunch period. During the 1980-81 school year, the majority of the TALB 38
visitations or meetings occurred either in the faculty lounges or the teachers' dining rooms. During their testimony both Guy and Goddard admitted that TALB could schedule more afternoon meetings, especially on the early leaving days. However, as a general practice, the Association had not done so because of a fear of conflict with District business meetings. Also many teachers had personal matters which they preferred to take care of, particularly, on Friday afternoons when that day was the early leaving day. These factors made late afternoon meeting times less desirable. The District has a policy which prohibits school district business meetings on the early-leaving days unless the meetings have been approved by the District administration or consented to by the teachers at the facility. If the early-leaving day is used for a school business meeting, the teachers are to receive another day as an early-leaving day. Goddard testified that he believes the District pretty much adheres to this policy~ -- --- No evidence was presented that a TALB meeting which was scheduled for an afternoon following the 20-minute period had ever been preempted by a District business meeting scheduled at the same time. 39
G. The District's Application of its Revised Access Regulations to TALB's On-Campus Activities In the fall of 1980 the District began to actively enforce its amended access regulations to various TALB on-campus activities. In conjunction with the reissuance of these rules, the District administration conducted in-service meetings with its site managers, reviewing with them the administration's interpretation of the regulations and related contract provisions. A few instances where enforcement of the regulations occurred showed inconsistencies in the way they were interpreted at the school site level. The first example concerns an encounter between Judith Powell, a TALB faculty representative at Jordan High School and former TALB president, and the Jordan principal, Joseph L. McCleary. This encounter ocicurred entirely through the exchange of a series of memos over a two-day period. On October 8, 1980, Powell distributed a memo to the Jordan faculty announcing that a site meeting would be held on October 9 at 3:05 p.m. in room 855 (which was her regular classroom) to give an update on the status of bargaining between TALB and the District. On that same date, McCleary sent Powell a memo in response to her memo indicating that, if carried out, the meeting scheduled for October 9 "would be a violation of the contract and District regulations." He stated that a site meeting at 3:05 p.m. would include "duty time" for 40
nearly all teachers, nurses and librarians at Jordan and that their participation in a meeting during duty time would be a contract violation. His memo cited Article V, section A, paragraph 3, of the CBA as support for this statement. McCleary also stated that the use of school facilities for a formal meeting required advance approval by the principal; and as of the time of his memo, no such request had been submitted. The next morning at 7:15 a.m. Powell responded to McCleary's memo with another memo which included a request for use of her classroom and indicated that the meeting would still be held at 3:05 p.m. Powell stated that in her opinion the District's regulations prohibiting meetings during the 20-minute periods was not in compliance with PERB Decision No. 130. Later in the day, McCleary sent Powell another memo granting her request for the use of her classroom for the site meeting and indicating that the time of the meeting was to be no earlier than 3:20 p.m. He concluded his memo with the following admonition: I encourage you not to mislead teachers into a violation of their contract and Districtregulations which have been revised specifically in response to a recent PERB Decision and posted as required as well as furnished to employee associations. Later that same day (October 9), Powell distributed another memo to the Jordan faculty stating that because of the 41
disagreement that had arisen regarding the time set for the meeting, TALB intended to file a grievance or an unfair practice charge against the District. At the hearing Powell admitted that she knew that she was supposed to request a room a day in advance of the meeting. Although she did not agree with the rule she actually forgot about submitting the request before scheduling the meeting for October 9 because she had never requested the use of her own room before. In late October 1980 another incident involved Guy and Martha Dauway, principal of Stevenson Elementary School. The facts surrounding this incident are in dispute. Guy testified that there was a rather heated verbal exchange between her and Dauway over Dauway's denial to her of access to the teachers' lounge. The reason Dauway gave for her action was that there had been no 24-hour advance request made for the use of the room. Dauway's version of the.incident cited Guy's failure to sign in at the Dauway's office prior to her visitation on campus in the early morning. Dauway testified that Guy complained to her that when she (Guy) went to the teachers' lounge, no one was there. The only documentary evidence presented about this incident was the log of visits of employee association representatives which showed that Guy was present on the campus on October 21, 1980. Her arrival time was 42
7:55 a.m. and departure was shown as 8:30 a.m.18 Later that same morning Guy related the incident to Collins when she stopped by the District administrative headquarters. By the time she arrived, Dauway had already called Collins and reported the matter to him. Starting in the fall of 1980, Guy testified that she received reminders from principals and from site faculty representatives that the morning visitations and meetings were to be confined to the period of time preceding the beginning of the 20-minute preparation periods. At three elementary school meetings that Guy conducted during the 1980-81 school year, she was not permitted to hold these meetings in the faculty lounges. Instead she was directed to designated classrooms. During the fall of 1980 a meeting was held at Muir Elementary School. In this instance, the teachers wanted an afternoon meeting which was to be held in a classroom. However, the school principal required the meeting to be conducted in the teachers' lounge because the principal considered the classroom a "designated working area." 18This administrative law judge makes no finding about which witnesses' version of the incident is accurate. In this instance a credibility resolution is not necessary in order to reach a conclusion about whether an incident actually occurred related to the District's attempts to enforce its disputed regulations. 43
In the fall of 1981 Guy had a discussion with the principal of Fremont Elementary School regarding a morning meeting that extended into the 20-minute preparation period. While that meeting was in progress, the principal appeared and asked to speak with both Guy and the faculty representative as soon as the meeting was concluded. A discussion ensued at which time both Guy and the representative were reminded that such meetings extending into the 20-minute period were impermissible. In September 1982 Guy received a letter from Collins regarding the TALB fall visitation schedule for secondary schools. He advised her that the scheduled meetings should not extend into the five minute passing period between lunch periods when teachers were required to supervise the movements of students in hallways. During this same period of time, Guy met with a teacher at Stevens Junior High School during that teacher's conference period. The meeting lasted the entire conference period. Guy signed in at the principal's office, but she did not state with whom she was meeting nor the exact purpose of the meeting. This was an instance where Guy considered the meeting to be of a "confidential" nature thus it was not necessary for the District to know all the details of her meeting. In October 1980 Goddard was involved in an incident at Barton Elementary School. Goddard attempted to conduct a 44
morning meeting in the teachers' lounge. However, the principal objected because she had not been informed about the meeting by the site representative. In that instance Goddard was not permitted to finish the meeting in the teachers' lounge. Instead he, and those present, were required to continue the meeting in the site representative's classroom. Goddard said that TALB and the teachers disliked this change because the lounge is a more relaxing location for meetings and is physically more comfortable than the classrooms which are equipped with desks and chairs to fit young children rather than adults. On occasion during his other visitations during the 1980-81 school year, Goddard and the teachers were required to meet in the school library instead of the teachers' dining room or the lounges. Goddard feels that these variations in meeting places adversely affected the attendance since the locations were, at times, more removed from where the teachers liked to gather and were accustomed to meeting. Thus, fewer teachers attended the meetings. No evidence was presented about whether such meetings were formal or informal or whether they occurred during the 20-minute periods or at other times. Another incident involved Goddard and the assignment of a meeting room at Stevens Junior High during the 1981-82 school year. In that instance, Goddard had an encounter with the 45
principal who refused to permit Goddard the use of the teachers' lounge because the faculty site representative had failed to make a 24-hour advance request for the use of the room. In April 1981 Welborn was involved in an incident at Kettering Elementary School. He scheduled a meeting with Donna Gannon, a kindergarten teacher. This meeting was held during the instructional day to prepare a response to an evaluation that Gannon had received and to explore the possibility of her filing a grievance. Welborn's meeting prompted an exchange of letters between TALB and the District regarding meetings with employees during "non-class duty time during the workday." In this instance, Gannon had not made a request for release time for the meeting. Following the District's letter to TALB, this matter was satisfactorily resolved between the parties. H. Availability of Appropriate District Facilities The evidence shows that throughout the District there is a great demand for the use of the classrooms and other facilities for instructional purposes during the regular school day. Because of overcrowding at many of the elementary schools, it is necessary for a sizeable number of pupils to be bussed daily to other sites which have classrooms available to accommodate the overflow. The District also has a large voluntary bussing program which involves the movement of many students in and out 46
of
facilities
each
day.
The
after
school
use
of
District
classrooms
and
facilities
by
student
and community
groups
varies
at
each
school
site
depending
on
the enrollment
and
the
number
of
extracurricular
after
school
activities
scheduled.
At
approximately
half
of
the
junior
high
schools,
there
is
also
the
tardy/detention
program.
These
students are
retained
for
10
to
15
minutes
after
the
instructional
day
in the
classroom
where
they
have
the seventh period
by
the
seventh
period teacher.
This
program,
where
in
effect,
causes
the
use
of
a number
of
classrooms
on a
four
day
a week
basis.
Wayne
Piercy,
the
principal
of Franklin Junior
High
School,
testified
that
on
any
given
day
approximately
32
of the
39
teachers
at
Franklin
are
involved
in the
detention of
1
to
2
pupils per
day.
ISSUES
1.
Whether
the
Association's challenges to the
District's
access regulations raised
in
its
particularization
to the
charge are time-barred
by
the provisions of
section
3541.5
(a)
(l)?
2.
Whether,
either
by
adoption or
application, certain
of
the
District's
revised
employee
organization access
regulations
are "unreasonable" within the
meaning
of section 3543.l{b)
and
thereby constitute
a
violation of section
3543.S(a)
and
(b)?
473. Whether, through specific provisions of the CBA of the parties, the.Association has waived its right to object to the application of those access restrictions which it now challenges? CONCLUSIONS OF LAW Initially, it is noted that not all provisions of the revised access regulations are being challenged. Specifically at issue, are those parts of the rules that: (1) prohibit association and personal business during the 20-minute periods before and after the instructional day or the assigned conference/preparation periods and, (2) give the District the right to specify the on-campus meeting locations for Association business and require at least a 24-hour advance request for room use for Association meetings. As noted above, the regulations presently being challenged in this case were previously litigated before the PERB in a pre-amended form and resulted in an earlier decision, namely, Long Beach Unified School District, supra. Although this case at first glance may appear to be simply a relitigation of that case, it does present important factual and legal differences which distinguish it from the earlier case. In the earlier case the charging party was a non-exclusive representative which was engaged in a very competitive organizing effort of both certificated and classified District 48
employees. No exclusive representative had been selected and there was no collective bargaining agreement in existence at that time. In the present case the Charging Party is an exclusive representative and at the time of the hearing the parties had negotiated three collective bargaining agreements, two of which-contained provisions addressing the areas of the revised regulations now being contested. Because of these factors, this case presents an issue not previously addressed by PERB in its growing body of case law interpreting employee organization access rights under either the EERA, or the Higher Education Employer-Employee Relations Act, (hereafter HEERA) .19 A. Timeliness of Allegations Included in the Particularization of the Charge The threshold issue of this case is the District's objection to the allegations raised by the Association in its Response to the Motion for Particularization of the charge. The District contends that TALB expanded the scope of the charge by adding sections of the regulations to its charge in the particularization. This objection, raised as an affirmative defense, argues that the additional sections are 19The HEERA is another labor relations act administered by the PERB. The language of this statute, which provides for express employee organization access rights, is virtually identical to the language of section 3543.l(b) of the EERA. 49
time-barred by the statute of limitations provision in section 3541.S(a) (1) .20 The District's basis for its objection is that the original charge filed on March 16, 1981, raised objections to section I, paragraph A, section II, paragraphs A and c, and section III of the revised regulations. In its particularization to the charge TALB added objections to sections II, paragraph B, section V, paragraph C, subparts 1 and 2$ The District argues that since the regulations were issued on September 15, 1980, and the original charge was filed March 16, 1981, the Response to the Motion to Particularization, which was filed on April 27, 1981, was filed seven months after the occurrence of the act complained of. Consequently, ~ the additional allegations in the particularization are untimely under the statutory limitations provision of 3541.5 (a) (1). The fundamental purpose of a statute of limitations is to promote justice by preventing surprise and prejudice to a party 20section 3541.5 (a} (1) states, in relevant part: (a) Any employee, employee organization, or employer shall have the right to file an unfair practice charge, except that the board shall not do either of the following: (1) issue a complaint in respect of any charge based upon an alleged unfair practice occurring more than six months prior to the filing of the charge; . . . 50
from having to defend against stale claims which "have been allowed to slumber until evidence has been lost, memories have faded and witnesses have disappeared." Order of Railroad Telegraphers v. Railway Express Agency (1944) 321 U.S. 342 [14 LRRM 506]. A statute of limitations helps to assure that the defendant receives timely notice which enables him/her to assemble a defense while the facts are still fresh. Elkins v. Derby (1974) 12 Cal.3d 410. TALB presents two theories of defense to the untimeliness claim. First, it maintains that the District's conduct with regard to the promulgation and implementation of the regulations constitutes a "continuing violation" because the rules remained in effect and were applied up to the day that the original charge was filed. In support of this theory, TALB relies on the Board's decision in Carlsbad Unified School District (1/30/79) PERB Decision No. 89, where PERB applied the notion of "continuing violation" in construing the statute of limitations provision_ contained in section 3541.S(a) (1). In Carlsbad, supra, the District had announced its decision to transfer certain individual employees who actually were relocated sometime later. In that case PERB held that: While it may have been possible for O-CFT to have filed the charge at the time that the decision to transfer the employees was announced, it was not precluded from doing so when those transfers actually became 51
effective. The interference with the employees' rights did not start and end with the announcement. It existed at the time the transfers actually·occurred and persisted thereafter. The District's conduct constituted a continuing violation of section 3543.S(a) [citation omitted]. We therefore sustain the Hearing Officer's finding that the charge was timely filed. It is noted that in the statement of alleged conduct in the original charge, TALB alleges in paragraph three that "on or about September 15, 1980, and continuously thereafter (emphasis added) the Board ... and its agents, has denied to the Association its right of access ... " Attached to the statement of the charge was a copy of a letter from Guy to Kreiling dated December 16, 1980, citing examples of the District's conduct about which TALB objected. The specific references to the regulations cited in her letter were incorporated by reference into the statement of the charge. Receiving the context in which the exqmples of changes that the District made in the regulations and their alleged impact on the Association's access were described in the letter, it cannot be concluded that those sections of the regulations cited in the letter constituted the full extent of the Association's objections. Thus, the additional sections of the regulations cited in the particularization are viewed as more fully explaining the basis for the objections raised in the original charge. They are not considered to have improperly raised new matters as contended by the District. 52
The evidence shows that the regulations at issue did remain in effect and were enforced up to the time that the original charge was filed. Although it would have been possible for the Association to file a charge at the time that the rules were issued, the alleged interference with the Association's rights did not start and end with the issuance of the rules. As was noted in Carlsbad, supra, it was not only the publication of the decision to transfer which was unlawful, but each act implementing such decision or policy was held to constitute a separate violation from which redress could be sought. Applying that precedent to this case, it is concluded that from the date that the regulations went into effect, each instance of enforcement thereafter constituted a separate and additional basis for the filing of a charge. (See Carlsbad, supra. See also California State University, Hayward (8/10/82) PERB Decision No. 231-H.) By characterizing the District's actions as "continuous conduct," the statute of limitations began to run again after each instance of alleged unlawful enforcement occurred beginning September 15, 1980, and thereafter until the time the charge was filed. Following this theory, any alleged interference with the Association's rights which existed at the time that the original charge was filed, were timely raised in the particularization of the charge. ----~- 53
TALB's alternative argument is that even if the allegations contained in particularization of the charge are construed to be more expansive than the original statement, in this case the doctrine of equitable tolling should be applied to preclude the charges from being time-barred. In support of this argument, TALB relies on the Board's decision in State of California, Department of Water Resources (12/29/81) PERB Order No. Ad-122-S, in which PERB adopted and applied the equitable tolling principles enunciated in Elkins v. Derby, supra. (See also, Victor Valley Joint Union High School District (12/29/82) PERB Decision No. 273.) In Victor Valley, supra, PERB pointed out that the "key issue is whether the defendant would be surprised or prejudiced by the tolling." Based on the facts presented in this case, it would be equally appropriate to apply the doctrine of equitable tolling. The District was on notice from the time that the parties met in late October or early November 1980 to discuss the regulations, and continually thereafter, that TALB disagreed with the lawfulness of the revisions made to the 1976 regulations, as well as the application of those rules to its on-campus activities. Even if it is argued that this disagreement between the parties was insufficient notice, the District certainly became aware of the existence of a dispute 54
when TALB filed a request with PERB in October 1980 to initiate compliance proceedings regarding the order in Long Beach, supra. TALB's attempt to obtain a compliance investigation clearly put the District on notice of the nature of their dispute and obviated the danger of surprise and prejudice which might otherwise have resulted from the passage of time. It is found that the notice created by this procedure was effective to the extent that it protected the "[d]efendants' interest in being promptly apprised of claims against them in order that they may gather and preserve evidence" [Elkins v. Derby, supra, 12 Cal.3d at 417}. It is therefore concluded that the statute of limitations found in section 3541.S(a) (1) was equitably tolled from October 22, 1980 until February 11, 1981, while TALB reasonably and in good faith pursued a remedy before the PERE via the compliance procedure. TALB thereafter timely filed an Unfair Practice Charge with PERB raising the same issues. This charge was then supplemented by the particularization which was timely filed on April 27, 1981. B. Validity of Access Regulations Section 3543.l(b)21 gives an employee organization the 2lsection 3543.l(b) states: (b) Employee organizations shall have the right of access at reasonable times to areas 55
right of access to areas in which employees work, the right to use various means of communication with employees and the right to use institutional facilities. This right of access is limited to "reasonable times" and is subject to "reasonable regulations" adopted by the employer to implement the access procedure. In striking this balance, the Board has considered, as stated in Richmond Unified School District/Simi Valley Unified School District (8/1/79) PERB Decision No. 99, that an employer's regulation of an organization's access rights is, ... reasonable if it is consistent with the basic labor law principles set forth in EERA which are designed to ensure effective and non-disruptive organizational communications. In determining whether an employer's rule concerning organizational activity is reasonable and therefore permissible under the EERA, the Board has considered applicable private sector labor law precedent. In Republic Aviation Corp. v. NLRB (1945) 324 U.S. 793 [16 LRRM 620], the Supreme Court adopted the presumption that a rule prohibiting union solicitation by employees outside their working time was an unreasonable impediment to in which employees work, the right to use institutional bulletin boards, mailboxes,and other means of communication, subject to reasonable regulations, and the right to use institutional facilities at reasonable times for the purpose of meetings concerned with the exercise of the rights guaranteed by this chapter. 56
self-organization. Subsequent decisions in this area have
attempted ~o accommodate the employees' rights to freely
participate in the activities of employee organizations with
the right of the employer to maintain order and discipline.
NLRB v. Babcock and Wilcox, Co. (1956} 351 U.S. 105 [38 LRRM
20011. In striking this adjustment, in Stoddard Quirk Mfg. Co.
(1962) 138 NLRB 615 [51 LRRM 1110], the National Labor
Relations Board (hereafter NLRB) established a distinction
between distribution of literature and solicitation.
Restrictions on employee solicitation during non-working time
and restrictions on distribution during non-working time and in
non-working areas were held to be violative of section 8(a) (1)
of the National Labor Relations Act (hereafter NLRA) unless the
employer justifies the rules by a showing of special
circumstances which make the rule necessary to maintain
production or discipline. (See also Long Beach Unified School
District, supra at pp. 7-8.)
In Essex International, Inc. {1974} 211 NLRB 749 [86 LRRM
1411], the NLRB distinguished between employer rules which
prohibit solicitation during "working hours" and those which
prohibit solicitation during "working time." In that decision
the NLRB held that the term "working hours" generally is
understood to mean the entire period of time between when an
employee begins and completes a shift. Because a rule
57prohibiting solicitation during "working hours~ would extend the ban through lunch and rest periods, it is presumptively illegal. The NLRB held that the term "working time" generally is understood to mean only that portion of a shift when an employee is actually working. Because a rule prohibiting solicitation during "working time" would exclude lunch and rest periods, it is presumptively legal. In interpreting the meaning of the term "reasonable times" in section 3543.l(b), the PERB applied this federal sector precedent and interpreted the term to mean "non-working time." (See Long Beach, supra at p. 9.) With these basic principles in mind, each aspect of the Association's objections to the present regulations will be discussed below. 1. The Prohibition Against Organizational Activity During the Duty Hours of the Workday The rule prohibiting association business during duty hours of the workday is found in section II, paragraphs A, B, and C of the regulations.22 Paragraphs A and Bare the same as the versions of the rule promulgated in 1976. As was noted by the Board in Long Beach, supra, this regulation does not distinguish solicitation from distribution. Rather, it seeks to restrict both types of organizational activities directed at employees during the duty hours of the workdays for the 22see full text, supra at pp. 11-13. 58
individuals involved. The net effect of this rule is that it prohibits all organizational activity from the 20 minutes prior to the start of a teacher's first assigned period to 20 minutes after the last assigned period, with the exception of the duty-free lunch periods and the nutrition break time. In Long Beach, supra, the Board found that to the .extent that the District's ban on organizational activity prohibited solicitation and distribution efforts directed at teachers who were not assigned work during the 20-minute periods before and after classes and who were in non-working areas, the rule was unreasonable and constituted a violation of section 3543.S(b).23 Long Beach Unified School District, supra at p. 9. Following the· ruling by PERB, section II, paragraph C, which defines the workday, was modified to the extent that it now states the types of activities to be performed during the two 20-minute periods each day. In this regard, it is noted that there is no dispute between the parties regarding 23section 3543.S(a) and (b) states, It shall be unlawful for a public schoolemployer to: (a) Impose or threaten to impose reprisals on employees, to discriminate or threaten to discriminate against employees, or otherwise to interfere with, restrain, or coerceemployees because of their exercise of rights guaranteed by this chapter. (b) Deny to employee organizations rights guaranteed to them by this chapter. 59
the fact that the two 20-minute periods are considered "duty time." The dispute is over whether the time is "working" or "non-working" time. The Association maintains that the 20-minute rule is unreasonable and invalid on its face and as applied. Since it restricts employee organization access to time outside of actual working time, it must be presumed to be unreasonable under the precedent established by Long Beach Unified School District, supra, which cites the precedent set by Republic Aviation, Inc, supra. For the same reasons, the Association also attacks section II, paragraph B, as unreasonably restricting individual employees from consulting with Association representatives regarding personal employment matters such as the processing of a grievance except outside of duty hours of the workday. The Association contends that the 20-minute periods are still basically non-assigned duty time during which teachers are free to exercise their discretion about performing certain work-related tasks. The Association maintains that because there has been no actual change in the nature of activities engaged in by employees currently from those found to exist in 1978, the rule of law applied to the situation in Long Beach, supra, should be reaffirmed in the present case. The District defends its regulations restricting access during the 20-minute periods by arguing that these two periods 60
are part of the teachers. paid duty day and that these times are needed for preparatory and follow-up tasks which are required to insure effective use of classroom time. The District further argues that although teachers are permitted to exercise professional discretion as to the most effective use . of this time, they have a myriad of specific and general duties to be carried out during these two time frames. Examples of such duties are those listed in the amendment to paragraph C. The District asserts four reasons to justify the "no access" rule during the 20-minute periods. First, these preparation periods are essential to the proper performance of a teacher's professional duties. Second, the general informal supervisory functions performed by all teachers while on campus including these preparation periods, are essential to maintaining the safety and discipline of students. Additionally, this supervisory role is required by State law, vis-a-vis specific provisions of the Education Code and the California Administrative Code. Third, there has been no demonstration that the times before and after the 20-minute periods, the duty-free lunch and nutritional break, and the extra time on the early-leaving days are insufficient for the accomplishment of Association business. And finally, there has been no denial of access to the Association during the non-duty periods and therefore, unlike those cases where interference has been found, the denial of access is not based upon anti~union animus. 61
Additionally, the District argues that its rule banning teachers' personal activities during the 20-minute periods is equally applied with regard to non-organizational activities and hence does not stem from any discriminatory motive. The evidence shows that the teachers' actual use of the 20-minute periods is quite similar to the use found to exist in 1978 when the first hearing was conducted. Although some teachers have specific assignments during these periods such as morning yard duty, hall supervision during the passing periods, faculty meetings and afternoon tardy/detention, there are a number of teachers who spend part or most their 20-minute periods in the teachers' lounges relaxing or taking a break either alone or with other teachers. Some teachers arrive on campus as much as 30 to 45 minutes prior to the beginning of the 20-minute preparation period so that they can spend the actual preparation time relaxing in the lounge, "mentally preparing themselves for beginning the instructional day." The District administration is aware of the fact that many teachers do not actually work during the entire 20 minutes before or after classes. Some teachers choose to utilize that time as non-work break time and take work home where there is a longer uninterrupted span of time to concentrate on a particular activity, if it is an activity that can be done outside the school site. This practice is consistent with the workday provision of the CBA. 62
Although the District attempted to present a strong case demonstrating the importance of informal supervisory responsibilities of all teachers during the 20-minute periods, it is not persuasive. Absent a specific supervisory assignment during these periods, this particular responsibility exists for the teachers at all times that they are on campus, whether it is during duty or non-duty times. The District has failed to show that the nature of this general responsibility justifies a total ban on access during the 20-minute periods when teachers are not actually assigned or engaged in work. In further support of its argument that the above restrictions are valid, the District points to Articles IV and V of the CBA. Article IV, section C, states that "the Association agrees that its authorized staff and building representatives shall not con.duct As·sociation business with the employees during regular working hours". That same section defines non-duty times as before and after the scheduled workday of each employee, nutrition break and lunch period. The District contends that the language in this article combined with the workday provisions in Article V, permits the restrictions contained in sections II and III of the regulations. A review of the language in each of these provisions which addresses the duty hours of the workday reveals that the 63
meaning of the various terms used to describe "duty hours" is unclear when compared with the terms "working hours" and "working time" as they were interpreted by the Board in Long Beach Unified School District, supra. The CBA does not define the term "regular working hours" beyond its reference in Article V section A, paragraph 1, to "on-site and off-site hours of work." Paragraph 2 of that same provision refers to the "regular school day" for elementary school teachers. Paragraph 6 of that section refers to "on-site duty day." As to the two 20-minute periods, none of these terms specifically refer to these time periods as "working time." Additionally, Article IV, section C, states that the parties intended to amend this section to conform to the Public Employment Relations Board's final decision on this matter. Although the two documents which prohibit association business (including solicitation) during the 20-minute periods of the employees' workday refer to this time as "regular working hours," "duty hours of the workday" and "hours of work," none of these clarifies, by either definition or example, how to distinguish "working hours" from "working time." When the parties met in the fall of 1980, they were well aware of the distinctions enunciated by PERB in Long Beach, supra, yet no change was made in the CBA language to reflect this. 64
The Board, consistent with the NLRB, has held that a waiver, to be effective, must be clearly and unequivocally conveyed. Oakland Unified School District (8/31/82) PERB Decision No. 236: [W]e will find a waiver only when there is an intentional relinquishment of these rights, expressed in clear and unmistakable terms .... Grossmont Union High School District (5/26/83) PERB Decision No. 313, citing San Francisco Community College District (10/12/79) PERB Decision No. 105, at p. 11. It is clear that TALB, either by clear and unmistakable language or demonstrative behavior, in the CBA has not waived its right to access during the ~a-minute periods. This conclusion is supported by the testimony of both Guy and Collins. As the chief negotiators for each party to the CBA's being reviewed, both of them testified that the parties intended to reopen the agreement and amend the Article IV, subsection C, in accord with the .Board's final decision on the subject. They met in the fall of 1980, discussed the matter, and did not agree about the appropriate interpretation of Long Beach, suEra, as it relates to the 20-minute periods. Consequently, that section of the contract was not amended. Obviously then, the express language of Article IV, section C, does not constitute a clear and unequivocal waiver on this question. Likewise, it is concluded that this language does 65
not provide contractual authority for the amendments made in Section II, paragraph A, of the regulations. It is also noted that the revision of the regulations now under attack was completed prior to the parties ever having met and discussed the meaning of Long Beach, supra, within the context of their contractual agreement. In Ace Machine Company (1980) 249 NLRB 623 [104 LRRM 1449] 624, the NLRB declared: It is well settled that the reasonably foreseeable effects of the wording of a no-solicitation rule on the conduct of employees will determine its legality, and that where the language is ambiguous and may be misinterpreted by the employees in such a way as to cause them to refrain from exercising their statutory rights, then the rule is invalid even if interpreted lawfully by the employer in practice .... And, we note further that the risk of ambiguity must be held against the promulgator of the rule rather than against the employees who are supposed to abide by that rule. (Footnotes omitted.) The term used in Section II of the rules which refer to the 20-minute periods as part of the "duty hours" of the workday, are, absent greater definition, ambiguous and susceptible to misinterpretation by the employees who are subject to them. Because this amibiguity has resulted in interferences with the exercise of statutory rights, the rule must be declared invalid as applied. As presently worded, the combination of the phrases "duty hours" and "duty time" with the definitions of "non-duty times," which includes lunch and the nutritional 66
breaks, do not sufficiently clarify the rules to the extent
that an employee will understand that restrictions o~
solicitation or distribution during the 20-minute periods do
not apply when the employees are not actually engaged in a
specific work assignment during such periods of time.24
The same finding is made concerning section II, paragraph B
of the regulations which bans the employees personal business
by employees during "duty hours," including the 20-minute
periods. There has been no showing that this rule is necessary
to maintain production or discipline. (See McDonnell Douglas,
supra, citing Chrysler Corp. (1977) 227 NLRB 1256 [101 LRRM 2837]
24see McDonnell Douglas Corp. (1979) 240 NLRB 794
[100 LRRM 1483]. In this.case the NLRB affirmed an
administrative law judge decision declaring invalid a rule
prohibiting "distribution of notices, pamphlets, advertisi~g
matter or any kind of literature on company property without
permission of management excepting matter that distribution of
which is protected by Section 7 of the National Labor Relations
Act as amended." This rule had been promulgated in response to
an earlier NLRB decision finding previous no-distribution rules
invalid. In this case, the ALJ stated:
[T)o the extent this rule applies to
employees exercise of their Section 7 rights
by distributing such material in non-working
areas during non-working time, current Board
decisions point to a determination that this
rule is invalid on its face because it can
reasonably be foreseen that employees would
not know what conduct is protected by the
National Labor Relations Act and! rather
than take the trouble to get reliable
information on the subject, would elect to
refrain from engaging in conduct that is in
fact protected by the Act. {240 NLRB·
at 802.)
67at
1259.)25
Additionally,
no
evidence
was
presented
illustrating
that
permitting
individual
employees
to
consult
with
Association
representatives
during
non-working
times
of
the 20-minute
periods in
non-working
areas
is likely
to
be
disruptive
of
the
educational process.
Thus,
the
enforcement
of
this restriction
during
such
times
is
unreasonable
and
violates rights
guaranteed by
the Act.
The
Association also challenges
the
provision in
section
II,
paragraph
A,
which
restricts
Association business
in
non-work
areas
during
non-work
periods
"away from
students
and
other
non-employees."26 During
the hearing, the
District
offered
no
explanation for
this particular restriction.
In
Richmond
Unified
School
District/Simi
Valley Unified
School
District,
supra, the
Board
concluded
that
"reasonable" school
employer
regulations
under
section
3543.l{b) should
be
narrowly
drawn
to
cover the time, place
and
manner
of
employee
organization
activities
without impinging
on
the content of those
activities
unless they
present
a
substantial threat to peaceful school operations.
Thus a
public school
employer may
legitimately
promulgate
rules to
prohibit disruptive
conduct.
25However,
it
should
be noted
that in Chrysler
Cor~.
(6th
Cir.
1979) 595
F.2d
364 [101
LRRM
2837], the Sixt Circuitdenied enforcement of this decision, concluding that the
employer's rules involved in this case were not invalid
on
their face, not vague, ambiguous nor confusing.
26see full text, supra at p. 11.
68In this instance, the District failed to offer any special interest of the employer, its students or others, that justifies why Association business, which is to be conducted in non-work areas during non-work periods, must further be restricted from the presence of students and other non-employees such as those listed in the examples in the regulation. In Regents of the University of California, University of California at Los Angeles Medical Center (8/5/83) PERB Decision No. 329-H, the Board held that employee and non-employee representatives enjoy a presumptive right of access to the work place under EERA and HEERA. However, the employer is free to rebut the presumption by demonstrating that such access would be disruptive. The Board further recognized that in a given situation, access by non-employees might be disruptive, while access by employees would not. In this case there has been no evidence demonstrating that the conduct of Association business in non-work areas where students or other non-employees might be present would cause disruption or confusion at the work place. Hence, it is found that this portion of the regulation is so vague and over-broad, that it is invalid on its face. It is further concluded that this prohibition is an impermissible denial of access under EERA. 69
C. Conference/Preparation Periods The Association additionally asserts that the same restrictions on Association business found in section II, paragraphs A and B of the regulations are unreasonable as applied to the scheduled conference/preparation periods of individual teachers. Article V, section A, paragraph 8, of the CBA states that the preparation period is "paid working time" for specific purposes related to teaching responsibilities or duties as assigned by the principal. Article V, section A, paragraph 9 provides for preparation time for elementary school teachers.27 The District asserts that these contract terms serve as the authority for its imposition of the "no access" rule during the conference periods, and that by these specific terms, TALB has waived its right to object to such restrictions on access. TALB asserts that the issue regarding the conference/preparation period is not whether the employees are on "paid working time" but whether they are actually engaged in specific non-discretionary assignments or duties during this time. In its brief TALB further argues that the District has failed to demonstrate that the conference/preparation periods are expressly and/or uniformly reserved for preparation or 27see full text of these provisions, supra at p. 23. 70
work assignments. Additionally, it is contended that there is no basis, contractual or otherwise, for restricting access to employees at least on a one-to-one basis for discussions or investigations of such matters as grievances. For the reasons stated below, these arguments are rejected. It is noted that the Board in Long Beach, supra, was not presented with the question and therefore did not make a finding on whether the conference/preparation periods are "working time." Also the Board was not confronted with the situation where the litigating parties have specific contractual provisions covering the subject being contested in the employer's rules. In this instance, the relevant contract language specifically refers to the conference/preparation period as "working time." Under the precedent of Long Beach, supra, regarding the meaning of "working time," this language raises the question of a waiver. When this provision was first negotiated~n-1979, the parties did not have the precedent of Long Beach, supra, available to them. Even so, this language seems unmistakably clear within the context of the rest of this provision. Following the issuance of Long Beach, there is no evidence that either side intended or tried to negotiate a change in this language. In contradistinction to the ambiguous terms used in Article IV, section A and C, as discussed above~ the language 71
in the cited paragraphs of Article V appear clear as to their intent and purpose for the use of this time. The weight of the evidence supports this finding. All witnesses indicated a clear understanding and a fairly uniform practice about how this time is spent during the instructional day. The majority of teachers use this time performing the kind of teaching type duties described earlier. The use of the conference/preparation period as a break time or variations in use for unauthorized personal business is the exception, rather than the rule. Even though most teachers do not have regular specific assignments during this period, it is not perceived as a time during which they have an option about working or not working. Absent a specific assignment by the principals, the individual teacher can generally exercise discretion about which work-related duties that person will perform. However, the teachers understand that this period is expressly reserved for non-classroom work. Although PERB has yet to be confronted with the question of waiver of statutorily prescribed access rights, the matter has been considered in the private sector. In NLRB v. United Technologies, Corp. (2d Cir. 1983) 706 FG2d 1254 (113 LRRM 2320] the Court held that an employer rule, prohibiting employees from engaging in union solicitation during paid non-working time, did not violate the employees' Section 7 rights under the NLRA. This case grew out of a 72
challenge by the employer to an earlier determination by the court in United Aircraft Corporation v. NLRB (2d Cir. 1971) 440 F.2d 85 [76 LRRM 2761] which upheld a Board determination that the limited no-solicitation rule, maintained by the employer (then known as United Aircraft Corporation), which was substantially identical to the rule challenged here, was authorized under the collective bargaining agreement with the union and did not infringe fundamental employee rights under Section 7 of the NLRA.28 Absent PERB precedent, it is appropriate to apply private sector precedent. Applying the precedent of United Technologies to this case, it is concluded that the restriction against access for association business as applied to the conference/preparation periods is expressly authorized by clear and unmistakable terms of the CBA. Those same terms constitute a waiver of the Association's right to object to the restriction during such periods of the instructional day. 28The earlier decision was challenged by the union following the Supreme Court's decision in NLRB v. Magnavox Company (1974) 415 U.S. 322 [85 LRRM 2475], which the Union contended effectively overruled the court's decision in the earlier United Aircraft case. In Magnavox, the union challenged a company rule that prohibited employees from distributing literature anywhere on the company property at any time. The no-distribution rule had been maintained for some 16 years, antedating the first collective bargaining agreement between Magnavox and the union. The NLRB found that the blanket no-distribution rule violated fundamental employee rights that could not be waived by the union and collectivebargaining. 73
Furthermore, since the enforcement of this restriction is to be limited to specific "working time" during the duty hours of the workday, it is presumptively valid. Because the parties have contractual provisions which permit released time during the instructional day for personal matters such as grievance processing, this restriction does not infringe upon fundamental employee rights guaranteed by EERA.29 D. Advance Arrangement Rule Regarding Use of District Facilities TALB further challenges the reasonableness of the District's regulation requiring that room arrangements for informal or formal meetings with large groups of employees be made at least one day in advance of the meeting. Additionally, TALB considers the rule which permits site managers to specify the locations where its representatives can meet with employees to be an additional unreasonable restriction on its rights to use District facilities. These two regulations are found in section V, paragraph c, subparts land 2.30 The District responds to this challenge by asserting that these rules are reasonable in that they were promulgated pursuant to the express authorization of Article IV, section A, 29see full text of Article XIV, section G, paragraph 4,supra at p. 25. No attempt is made here, nor is it necessary to interpret section A, paragraph l of this Article as to what constitutes a "grievance" for purposes of application of the released time provision. 30see full text of these regulations, supra at p. 14. 74
paragraph 2 of the CBA.31 The District argues the reasonableness of the 24-hour advance request requirement, contending that this rule is actually less restrictive than the language of the contract provision. It adds that a rule of this type is necessary to enable the District to properly accommodate the various requests made by student, faculty and civic groups who use the facilities for various types of meetings and activities. The District buttresses this argument by citing that because its Civic Center Act obligation as a public school employer to make its facilities available as a community resource, the 24-hour advance request rule is merely an advance scheduling requirement, which is imposed on all groups who utilize District facilities. Thus, pursuant to its established policy, all groups desiring to use the facilities under the Civic Center Act, must submit applications for permits at least two weeks prior to the date of the event for which the site will be needed. Thus two prior arrangement rules also present the question of whether the Association has contractually agreed to certain time, place and manner restrictions upon its access rights and, if so, whether such agreement constitutes a waiver of the right to later challenge enforcement of the rules. 3lsee full text of this provision, supra at p. 19. 75
A reading of Article IV, section A, paragraph 2 indicates that TALB has expressly agreed that its employee and non-employee representatives must make a 24-hour advance request and obtain approval of the site manager before utilizing certain areas of a campus for Association business. At the hearing no evidence was presented to indicate that a different interpretation should be given to this language. This language, on its face, seems clear and unmistakable as to the particular limitations placed on the Association's right of access during the District's hours of operation. In Richmond/Simi, supra, the Board concluded that narrowly drawn "time, place and manner" access regulations are reasonable within the meaning of section 3543.l(b). Here, the above contract provision can be characterized as a "time, place and manner" limitation which constitutes a clear and unmistakable waiver of unfettered rights of access by TALB. The District's prior arrangement and approval rules are not inconsistent with this contract provision. Generally, in practice it has not applied this requirement as strictly as the contract would permit it toe Even though a waiver is found to exist, it is not impermissible since the contract and the rules do not totally foreclose the Association's right of access to the employees or their place of work. In fact in practice, the Association is not required to make a one-day advance request for access to 76
the teachers' lounges or dining rooms to conduct its regularly scheduled visitations unless a large group meeting is to be held. Even if it is argued that the contract provision does not constitute a clear and unmistakable waiver of the right to use Diptrict facilities without making a 24-hour advance request, this rule, under the circumstances, would not be unreasonable. In Long Beach Unified School District, supra, the Board considered a similar prior arrangement rule that required the employee organizations to make one day advance room arrangements. In that case AFT, the charging party, challenged a rule requiring that prior arrangements be made for small group meetings.32 In Long Beach the Board found the prior arrangement requirement to be reasonable and justified where an employee organization wanted to secure use of rooms not normally used by non-working employees. However, the Board found that to the extent that the District's rule appeared to require that all meetings with four or more employees be conducted at such pre-arranged facilities, the regulation was unreasonable as an artificial limitation based on the number of employees with whom the representative met. The District here has shown ample justification for its one-day advance notice requirement for special room use. The demand for use of rooms before, during and at the end of the 32see full text of this regulation, supra at p. 9. 77
instructional periods, particularly at the junior high and senior high levels, is fairly substantial. Based on the evidence of the number of rooms available at a particular site for assignment at a given time, and the number of rooms actually used by students, faculty and other organizations, the requirement of advance room arrangement is justified. This requirement has not had the effect of denying TALB the use of District facilities for organizational activities conducted during non-working hours. TALB presented several instances where its representatives were denied the use of a particular room by a site manager with the result that the rooms to which they were assigned were considered by them to be less desirable or suitable for the type of meeting that was conducted than the teachers' lounges or dining rooms. However, a close examination of the instances where the room use was denied indicates that the local faculty representative failed to submit the request at all or failed to submit it at least one day in advance of the scheduled meeting. There is evidence of some inconsistency with respect to the interpretations by some local site managers as to what areas constitute work versus non-work areas for purposes of meetings. On one occasion when Goddard appeared at a facility for a meeting where a 24-hour advance request had been 78
submitted, he and the teachers were denied the use of a classroom, even though the room was not in use or scheduled to be used at the time of the meeting. The reason given by the site manager for changing the location was that the classroom was a "work area." Although this instance of enforcement might be viewed as an unreasonable application of a valid rule, the TALE representative was not actually denied access nor did the alternative room provided result in an artificial limitation of the Association's right of access to its unit members. Although there are other instances where TALB representatives and site managers had disputes over the enforcement of the 24-hour advance request requirement, there is no evidence that where the contract and regulation requirements were abided by, access was unreasonably denied or the rules were discriminatorily applied to TALB representatives. The fact that some of the assigned rooms have not always satisfied the specific desires or preference of TALB representatives does not mean that the enforcement of these rules constitutes either an unreasonable application or violation of the Act. E. Summary of Findings It has been found that the District's promulgation and application of its rule prohibiting all Association business during the 20-minute periods before and after the instructional day is an unreasonable ban on organizational access with respect to those employees who are not performing assigned work 79
and are in non-working areas during these periodse This rule, as applied during these times is unreasonable for the following reason. Although the 20-minute periods are clearly part of the teachers' duty hours of the workday, these times are not expressly and/or uniformly reserved or utilized for specifically assigned duties. Thus it is found that the application of this ban against access during these times of the workday has unreasonably denied to the employee organization rights guaranteed by section 3543.l(b) and constitutes a violation of section 3543.S(b) and 3543.S(a) derivatively. Additionally, it has been found that the part of this rule prohibiting Association business in non-working areas during non-work times from occurring in or near the presence of students or other non-employees is impermissibly over-broad and vague on its face. As presently worded and if applied, this rule has the potential effect of imposing unreasonably broad restrictions on the employee organization's right of access. It therefore is also violative of section 3543.S(b), and of section 3543.S(a) derivatively. The same rule banning Association business during duty hours was found to be reasonable as applied to the conduct of unauthorized organizational activities during the assigned conference/preparation periods. Additionally, it was concluded that the enforcement of the ban during this time is expressly 80
authorized by the CBA. This contract provision was held to be a permissible waiver of the right of access during a non-classroom period expressly referred to in the CBA as "working time" during the duty day. Therefore this part of the allegation is dismissed. It was also found that the regulation mandating 24-hour advance request and prior approval of room arrangements is reasonable as a legitimate scheduling requirement. Although there are some apparent inconsistencies in the way in which this rule has been interpreted by administrative personnel, there is no evidence that TALB has been unreasonably denied access where its representatives have complied with the District's access procedure. Additionally, it was determined that this rule also is authorized by the CBA. This contract term is found to be a permissible limitation on access. Thus, this part of the allegation is also dismissed. REMEDY The Educational Employment Relations Act provides __ that upon the finding of a violation of its terms, PERB has broad remedial powers to "take such action ... as will effectuate the policies of [the Act]" (section 3541.S(c)). It having been found that the employer has violated section 3543.S(a) and (b) of EERA, it is appropriate to order that the District cease and desist from unreasonably denying and interfering with the employee organization's right of access granted by section 3543.l(b) of the Act. 81
Specifically, the District should be ordered to cease and
desist from enforcing its regulations so as to deny to the
Association and its representatives, the right of access to
employees during the 20-minute periods before and after the
instructional day when such employees are not performing
specifically assigned work and are in non-work areas.
Additionally, the District should be ordered to cease and
desist from unreasonably requiring that Association activities
with non-working employees in non-work areas be conducted away
from students or other non-employees. The District should be
ordered to cease and desist from enforcing its regulations so
as to interfere with the rights of employees to participate in
the activities of employee organizations, or refrain from doing
so, by unreasonably denying access as set forth above.
It also is appropriate that the District be required to
post a notice incorporating the terms of the order. The notice
should be subscribed by an authorized agent of the District
indicating that it will comply with the terms thereof. The
notice shall not be reduced in size. Posting such a notice
will provide employees with notice that the District has acted
in an unlawful manner and it is being required to cease and
desist from this activity. The notice effectuates the purposes
of the EERA that employees be informed of the resolution of the
controversy and will announce the District's readiness to
comply with the ordered remedy. {See Placerville Union School
82District (9/18/78) PERB Decision No. 69.) Also, in Pandol and Sons v. ALRB and UFW (1979) 98 Cal.App.3d 580,587, the California District Court of Appeal approved a posting requirement. The U.S. Supreme Court approved a similar posting requirement in NLRB v. Express Publishing Co. (1941) 312 U.S. 426 [8 LRRM 415]. PROPOSED ORDER Upon the foregoing findings of fact, conclusions of law, and the entire record in this case, it is hereby ORDERED that the Long Beach Unified School District and its representatives shall: 1. CEASE AND DESIST FROM: (a) Enforcing the District regulation which prohibits the Teachers Association of Long Beach from having access to employees to conduct organizational business during the time employees are present at the District facilities, in non-work areas and not engaged in assigned work during the 20-minute periods before or after the instructional day. (b) Enforcing the District regulation which prohibits employees from having access to the Teachers Association of Long Beach during the time employees are present at District facilities, are in non-work areas and not engaged in assigned work during the 20-minute periods before or after the instructional day. 83
(c) Enforcing the District regulation which requires that the Teachers Association of Long Beach conduct organizational business with employees during non-work times in non-work areas which are away from students or other non-employees. 2. TAKE THE FOLLOWING AFFIRMATIVE ACTIONS DESIGNED TO EFFECTUATE THE POLICIES OF THE EDUCATIONAL EMPLOYMENT RELATIONS ACT: (a) Within ten (10) workdays of service of a final decision in this matter, prepare and post copies of the Notice to Employees attached as an appendix hereto, signed by an authorized agent of the employer, indicating that the employer will comply with the terms of this Order. Such posting shall be maintained for at least thirty (30) consecutive workdays at the employer's headquarters office and at all locations where notices to certificated employees are customarily posted. The notice must not be reduced in size and reasonable steps should be taken to insure that it is not defaced, altered, or covered by any material: (b) Unless otherwise directed by the Los Angeles Regional Director of the Public Employment Relations Board, written notification of the actions taken to comply with this order shall be made to the Regional Director within thirty (30) workdays from the date of service of the final decision herein. All reports to the regional director shall be served concurrently on the Charging Party herein. 84
IT IS FURTHER ORDERED that all other allegations of the Charge ana Complaint are DISMISSED. Pursuant to California Administrative Code, title 8, part III, section 32305, this Proposed Decision and Order shall become final on June 20, 1984, unless a party files a timely statement of exceptions. In accordance with the rules, the statement of exceptions should identify by page citation or exhibit number the portions of the record relied upon for such exceptions. See California Administrative Code, title 8, part III, section 32300. Such statement of exceptions and supporting brief must be actually received by the Public Employment Relations Board itself at the headquarters office in Sacramento before the close of business (5:00 p.m.) on June 20, 1984, or sent by telegraph or certified United States mail, postmarked not later than the last day for filing in order to be timely filed. See California Administrative Code, title 8, part III, section 32135. Any statement of exceptions __and supporting brief must be served concurrently with its filing upon each party to this proceeding. Proof of service shall be filed with the Board itself. See California Administrative Code, title 8, part III, section 32300 and 32305. Dated: May 31, 1984 W. JN'THOMAS Administrative Law Judge 85
2 printed pages contain little extracted OCR body text; searchable legal-body completeness has not been established for those pages.
OCR transcription for search; preserved printed pages are authoritative
STATE OF CALIFORNIA
DECISION OF THE
PUBLIC EMPLOYMENT RELATIONS BOARD
TEACHERS ASSOCIATION OF LONG BEACH,
Charging Party, Case No. LA-CE-1329
LONG BEACH UNIFIED SCHOOL DISTRICT, January 7, 1987
)
)
Ve ) PERB Decision No. 608
)
)
)
Respondent. )
)
Appearances: A. Eugene Huguenin, Jr., Attorney for Teachers
Association of Long Beach; McLaughlin & Irvin by Gale P.
Sonnenberg for Long Beach Unified School District.
Before Burt, Porter and Craib, Members.
DECISION
PORTER, Member: This case is before the Public Employment
Relations Board (PERB or Board) on exceptions filed by the Long
Beach Unified School District (District or Respondent) and the
Teachers Association of Long Beach (TALB, Association or
Charging Party) to the attached proposed decision of a PERB
administrative law judge (ALJ). The ALJ found that the District
violated section 3543.5(a) and (b) of the Educational Employment
Relations Act (EERA or act)+ by adopting and applying rules
ImERA is codified at Government Code section 3540 et seq.
Uniess otherwise indicated, all statutory references herein are
to the Government Code. Section 3543.5 provides, in relevant
parts
It shall be unlawful for @ public school
employer to:
and
regulations
which
the
ALJ
found
interfered
with
employee
organizations
1
right
of
access
to
employees
as
granted
by
2
section
3543.l(b)
of the
Act.
However,
the
ALJ
also
found
that
the Association
waived
its
right
to
object
to
certain
of
the
rules
based
on
provisions
the
parties
agreed
to
in
their
collective
bargaining
agreement.
For
the reasons
which
follow,
we
affirm
in
part
and
reverse
in
part
the proposed
decision.
FACTS
Having reviewed
the exceptions of the
parties
and
the
entire
record in
this
case,
we
determine
that
the
findings of
fact
in
the
proposed
decision are free
from
prejudicial error
and
we
therefore
adopt
them
as the findings of the
Board
itself.
We
summarize
the
pertinent
facts
merely
for ease in following the
ensuing
discussion.
(a)
Impose
or threaten to
impose
reprisals
on
employees,
to discriminate
or
threaten to
discriminate against
employees,
or otherwise
to
interfere
with,
restrain,
or coerce
employees
because of
their
exercise of
rights
guaranteed
by
this chapter.
(b)
Deny
to
employee
organizations rights
guaranteed to
them by
this chapter.
2section 3543.l(b)
states
1
in relevant part:
Employee
organizations shall
have the
right
of access
at
reasonable times to areas in
which employees
work
..
:
subject to
reasonable regulation,
and
the right to
use
institutional facilities at
reasonable times
for the purpose of meetings concerned with
the exercise of the rights guaranteed by
this chapter.
2
PERB Decision No. 130
In 1976, the District promulgated regulations governing
access to its facilities by employee organizations. Approximately
one year later, during an election campaign for selection of an
exclusive representative for the bargaining unit that included
the teachers, one of the competing organizations, the Long Beach
Federation of Teachers (Federation), filed an unfair practice
charge against the District claiming that some of the regulations
unreasonably denied it access to members of the unit. One
allegation was that the District had engaged in conduct favoring
a rival organization, TALB. During the hearing on the matter,
TALB joined as a party but later withdrew when that allegation
was settled. Prior to the issuance of the proposed decision in
that case, TALB was certified as the exclusive representative of
the teachers unit. Shortly thereafter, the District and TALB
entered into a "mini-contract" and commenced negotiations for a
more comprehensive agreement. One of the subjects under
negotiation was Association access rights.
Prior to the parties reaching agreement 1n those negotiations,
the ALJ issued a proposed decision, which resulted in exceptions
being filed with this Board by both the Federation and the
District. Before the Board issued its decision, the District
and TALB executed a comprehensive bargaining agreement on May 21,
1979. This agreement included an article on Association rights,
including access, as well as an article which defined the workday
for bargaining unit members. Negotiations under the reopener
3
provision commenced in the spring of 1980@ Access was not a
topic that was automatically reopened, nor did either party
elect to reopen that subject with their optional reopeners.
On May 28, 1980, PERB issued its decision in Long Beach
Unified School District (1980) PERB Decision No. 130. In that
decision the Board ruled that, in analyzing a claimed denial of
access, the Board must determine whether the employer's regulation
falls within the employer's right to establish "reasonable"
regulations. In determining whether an employer's regulation of
access rights is reasonable, the Board will consider whether it
is consistent with the basic labor law principles set forth in
EERA, which are designed to ensure effective and nondisruptive
organizational communications.
With respect to the regulations again at issue in this case,
the Board found unreasonable the District's regulation that
prohibited all Association business during duty hours of the
workday. The District equated duty time with workday, and its
regulation defined "workday" as extending from 20 minutes before
the first assigned period to 20 minutes after the last assigned
period, including class, conference and preparation periods.
The regulations excluded the duty-free nutrition and lunch
periods from the definition of duty time~ The Board cited
National Labor Relations Board (NLRB) cases in which the NLRB
had found denial of access outside working time in nonworking
areas to be unlawful. In the case before it, the Board found
that the 20-minute periods before and after class did not
4
constitute
work
time
since the record did
not
demonstrate
that
those
two
periods
were
expressly, and/or
uniformly,
reserved for
preparation
time.
In
fact,
the
Board found
the record in
that
case
revealed
that
the
majority of teachers
do
not
work
during
those
time
periods.
The
second
access
regulation relevant to
the
present
case
prohibited
access
to
more
than
three
employees
on
an
informal
basis
in
lounges,
workrooms,
lunchrooms,
or
other areas
where
employees
gather,
unless
prior
arrangements for the
location
had
been
made
at least
24
hours in advance.
While
the
Board
found
the 24-hour
notice aspect reasonable
as
to
rooms
not normally
used
by
nonworking employees,
the
cutoff
at
four
or
more
employees
was
unreasonable, since
it
set
an
artificial
limitation
that
did
not
support
a
conclusion
that
groups
of
four or
more
were
disruptive
of
school
functions or the educational environment.
Background
in This
Case
The
collective
bargaining
agreement between
TALB
and
the
District, that
was
agreed
upon
in
May
1979,
contains the
following relevant provisions:
ARTICLE
IV
- ASSOCIATION RIGHTS
A.
Association
Use
of
District Facilities:
e e . . . . . C . e e . . e .
2. During
operation
hours~
the
District
agrees
upon
24-hours advance
request
and
approval of the
site
manager
to grant
the Association access to lounges,
faculty dining
rooms
or other designated
locations for the transaction of
Association business with employees on
non-duty time as p~ovided in Section
C.
5
C.
Association
Business:
The
Associationagrees
that
its
authorized
staff
and
building representatives
shall
not
conduct
Association business
with
employees
during
regular
working
hours.
It
is
agreed
that
non-duty times
are as
follows: before
and
after
the
scheduled
workday
of
each
employee,
the
nutrition
break,
and
lunch
period.
In
no
event
shall
any
representative
or
unit
member
interrupt
or
interfere
in
any
way
with
normal work.
Any
exceptions
must be
approved by
the
appropriate division
assistant
superintendent.
It
is
further
agreed
that this
section
of the
contract
shall
be
amended
to
conform
to the
Public
Employment
Relations Board's
final
decision
on
this matter.
ARTICLE V -
DAYS
AND
HOURS OF EMPLOYMENT
A.
Workday
1.
It
is
agreed
that
the
...
duties
are
normally expected
to
involve
no
fewer
than
~ight
(8)
hours
of
total
effort
each
workday
for both classroom
and
non-classroom employees.
2.
The
regular
school
day
for elementary
school
teachers
is
as follows:
In the
elementary schools teachers shall report
for duty not
later
than twenty
(20)
minutes before the opening
of
class.
They
shall
remain twenty
(20)
minutes
after
the close of
their last
assigned
period of the
day
(except
on Wednesdays
or Fridays--as
agreed
upon by each school
faculty),
unless
excused
earlier
or
requested to
remain by
the
principal.
On
Wednesday
or Fridays teachers
may
leave
the building
immediately
upon
the close
of the regular school day for pupils,except that if district
meetings are
scheduled
on
the early
day, another day
may
be
designated.
~
..
6
3. Junior and senior high school
teachers shall report for duty at least
twenty (20) minutes before the opening
of the first assigned class, conference
period, or homeroom and shall check their
mailboxes daily before their first
assignments. Teachers remain at least
twenty (20) minutes after the close of
the last assigned class or conference
period, except on Wednesdays when they
may leave the building immediately upon
the close of the last assigned class or
conference period, unless assigned to an
after-school duty. If District meetings
are scheduled on Wednesdays, another day,
preferably Friday, may be designated as
the early leaving day.
8. The scheduled preparation period at
the secondary level is defined as paid
working time for the specific purposes
of preparing materials, conferring with
students, parents and administrators,
and other duties subject to assignment
by the principal~ ~ ..
9. In the elementary school, limited
preparation time may be arranged at
individual school sites through staffing
patterns that a) are educationally
justifiable; b) do not reduce the total
instruction time for students; c) are
developed jointly by the teaching staff
and the site manager, and d) are approved
by the Assistant Superintendent,
Elementary Division.
Following issuance of PERB Decision No. 130, supra, TALB
requested that the District meet to revise the contract pursuant
to the language in Article IV, section C. Prior to such meeting,
the District revised its regulations, purportedly to comply with
Decision No. 130. One month later, in October 1980, TALB wrote
to PERE Los Angeles Regional Director Fran Kreiling, seeking an
7
investigation into the District 1 s compliance with that decision
and complaining generally that the District's revised regulations
still did not comport with the Board's decision. After
additional correspondence between TALB'and Ms. Kreiling, she
determined that, since TALB was not a party to the decision, it
had no standing to seek compliance. TALB did not appeal that
determination but, instead, commenced this action in March 1981,
claiming that certain of the District's regulations violate EERA
by unreasonably denying it access to the bargaining unit members.
Although the parties met in November to discuss the revised
regulations, the only outcome of that meeting was that they did
not agree on whether the revised regulations complied with PERB
Decision No. 130@ There is no evidence in the record that TALB
made any further effort to negotiate a change in the contract~
Indeed, it appears the issue was dropped as TALB pursued relief
with PERB.3
In its charge, the Association alleged that the District
violated EERA by denying it access during the workday, as more
fully described in its letter to Kreiling, which was incorporated
by reference. Specifically, it challenged the ban on access
during the 20 minutes before and after school, with respect to
teachers who are not assigned work and are in nonworking areas.
TALB cites Regulations I.As (definition of Association business),
3Although the dissent states that the District "refused"
to negotiate, TALB did not prove that that is what occurred.
8
II.A. (conduct of Association business outside duty hours and
away from students and other nonemployees), and III.A.l. (list of
prohibited activities) in support of such allegation. The second
challenge raised by TALB in its charge concerned Regulation III.H.,
which provides that off-duty employees may distribute materials
to mailboxes or directly to other off-duty employees on nonduty
4 time.
The District filed a Motion to Particularize, claiming that
the above charge was not sufficiently specific. In its response,
TALE cites two ways in which it claims its organizational right
of access was unreasonably interfered with: (1) the limitation
on the times for conducting Association business to outside "duty
5 hours" (Regulation II.A., B. ) and, therefore, including as
4There is no further reference in the record or briefs to
this allegation, nor was it addressed by the ALJ. We therefore
conclude that TALB has dropped this issue.
5Regulation II.A., B. states, in relevant part:
A. Employee Association Business--All
activ1t1es concerning association business,
as defined, shall be conducted outside duty
hours of the workday for the individuals
involved. All association business when on
district property shall be conducted in
non-work areas during non-work periods away
from students and other non-employees.
(Example: No association business shall be
conducted during such events as PTA or
Advisory Council meetings~ Open House, etc.,
or in the presence of VIPS or other
non-employees.)
B. Personal Business--Conferences on the
personal employment problems of an employee
9
working hours and excluding as access time the 20-minute periods
before and after school and the daily conference or preparation
periods; and (2) the limitation on access by specifying locations
where association representatives may meet with employees
(Regulation v.c.1. 6 ), and by requiring 24-hours advance notice
for room arrangements "[w]hen it is anticipated that Association
business is to be conducted informally or formally with a large
7group of employees .. ~ " (Regulation V.C.2. ).
shall be conducted outside duty hours of the
workday for the individuals involved.
The term "personal business" is defined as:
... any activity initiated by an
individual employee who has the need to
consult with an Association representative
because of some personal employment matter
such as the processing of a grievance.
6Regulation V.C.l. states in relevant part:
C.l. Association or Personal Business with
Individual Employees--An association
representative who 1& not employed at the
site may meet privately with small groups of
employees during non-duty hours in a lounge,
workroom, lunchroom or other similar area so
long as the conversation will not seriously
disrupt or interfere with the use of the area
by others. The specific lounge or ot11er area
may be specified by the site manager or
supervisor.
7Regulation V.C.2. states, in relevant part:
C.2. Association Business with Groups of
Employees--vJhen it is anticipated that
Association business is to be conducted
informally or formally with a large group of
employees relative to the size of the room,
room arrangements must be made at least one
10
DISCUSSION
Timeliness
The
ALJ
concluded as
a
preliminary matter
that,
contrary to
one
of
the
District
1 s
defenses,
the
allegations
concerning
regulations raised
by
the Association for the
first
time
in
its
response
to
the
District's
Motion
to
Particularize
(and
seven
months
after
the
District
revised
its
regulations)
were
not
time-barred.
The
District
excepts to
this
conclusion.
For the
reasons
which
follow,
we
agree with the
ALJ
that
the challenge
to those
regulations
is
not
barred
by
the
six-month
limitation
8
period
set
out in
section 3541.5(a).
We
find
that
the
Association's allegations
of unreasonable
denial
of access
assert
a
violation
of
a
continuing
nature. If
the
regulations violate
the
Act by
unreasonably
denying
access,
day
in
advance
of the meeting.
The
request
for access
must be
made
to the
site
manager
or supervisor
and
shall
include the
specificdate,
time,
and
size
of the
facility
requested.
The
principal or
office
head
will
evaluate
their
request
and
normally,
authorize the
use
of the
facilities
while
mindful of the
district's
need
to
balance
fairly
the
rights
of
all
employees,
of other
associations,
and
of the
district itself.
Failure to
make
arrangements in
advance
shall
be grounds for prohibiting
any such meetings
at
the
site.
(Emphasis
in
original.)
8section 3541.S(a) provides, in pertinent part:
.
the board
shall
not
do
either
of the
following: (1)
issue
a
complaint in respect
of any charge based upon an
alleged unfair
practice occurring
more than six
months
prior to the filing of the charge
....
11
then
the date
on
which
they
were
revised
is
immaterial.
Indeed,
if
the
regulations
complained
of
had
not
been
revised
in
September
1980,
then under
the
District's
argument
we
would
have
to
look
at their
enactment
date
to
decide
if
the
allegations
are
timely.
Obviously,
that
date
has
no
legal significance in
deciding
whether
the
regulations
violate
the Act. Likewise, the
date
on which
the
revisions
occurred
does
not impact, nor
trigger,
the
six-month
period, since
it
is
not the
act
of
revising
the
regulations
of
which
TALB
complains
but,
rather,
their
existence,
which
continued
up
to
and
through the time
of
the
hearing.
In reaching
this
conclusion,
we
find
it
unnecessary
to
adopt
the ALJ's
statement
that
each
act
of
enforcement
constitutes
a
new
and
separate
cause
of
action.
While
this
may
be
true,
the
Association
need
not demonstrate
an
attempt to
violate the
regulation
in
order to
show
that
the
District
would
enforce
it.
Further~ in deciding
that
the
allegations asserted
in the
Association's
response
are
not time-barred,
we
find merit in
the
Association's
argument
that
its
original
charge challenged the
access regulations generally,
while the response
was a
clarification
of the
specific regulations challenged.
Were
this
not
so, then the
District's
Motion
to Particularize
would have
been unnecessary
and
the issue
would
not have
arisen.
The
District asserted, as the grounds for
its
Motion,
that the
charge
was
unspecific
and overbroad by
failing to give
it
notice
of the precise provisions of Respondent's access regulations
12
which were alleged to constitute unfair labor practices. Its
argument now, that the regulations asserted for the first time
in the Association's response were not included in the original
charge, is inconsistent with the position it took in its Motion
9and is, therefore, rejected.
Scope of Charge
The next preliminary issue we address concerns the ALJ's
conclusion that the District's regulation requiring the
Association to conduct its business away from students and
nonemployees was unreasonable. The District argues that this
issue was not raised, nor addressed, by Charging Party and, thus,
was not before the ALJ. We disagree. vlhile it is true that the
charge and the response to the Motion do not precisely address
this aspect of the regulations; at the hearing a question arose
concerning the exact parameters of the Association's charge.
The following excerpt from the transcript demonstrates that the
District was placed on notice of the extent of the regulations
challenged:
HEARING OFFICER: ... the charge that we
are concerning ourselves with now is
everything that's in the original charge as
incorporated, as incorporating the letter
that we have in evidence as Charging Party's
Exhibit No. 1 [the letter to Fran Kreiling
attached to the original charge], and the
particularization of the charge, which refers
9Having concluded that Charging Party has alleged a
violation of a continuing nature, we need not address, nor do we
adopt, the ALJ's remaining rationale for finding the charge
timely.
13
to those sections of the regulations that you
enumerated during your presentation of your
objections ....
CAUSEY [District's attorney]: Okay, as I
understand your ruling then, you're saying
that all sections of the regulations that
are referred to in the letter which is CP
No. 1, · as well as the sections that a re
contained in the response to particularize,
are the items that are at issue today.
HEARING OFFICER: That's correct.
(Transcript, pp. 14-15, emphasis added.)
The language concerning conduct of association business when on
District property away from students and other nonemployees is
found in section II.A. of the regulations and, therefore, ·is
referred to in both the original charge and the response.
Further, Charging Party addressed the issue for approximately
five pages of its closing brief, and the District, in its reply
brief, did not protest that this was not at issue. Indeed, the
Dis~rict did not respond to this portion, although it responded
extensively to the remainder of TALB's brief. Given this
interchange at the hearing that should have alerted the District
to the scope of the charge and the references in TALB's brief,
and for the reasons expressed by the ALJ, we conclude that the
10ALJ properly addressed this aspect of the regulations.
Waiver by Contract
The next preliminary issue we address, before proceeding to
the merits of the Association's charge, is the question of
1Osee the discussion following on the merits of this
allegation.
14
whether the Association waived its right to object to the
regulations, given the language in the collective bargaining
agreement. The District asserts that the contract demonstrates
a waiver, and the only inquiry before the Board is whether the
regulations are consistent with the contract. The Association
merely asserts that access rights cannot be waived by a
negotiated agreement, citing Richmond Unified School
District/Simi Valley Unified School District (1979) PERB
Decision No. 99 and NLRB v. Magnavox Company (1974) 415 U.S. 322.
The ALJ correctly noted that United Technologies Corporation (2d
Cir. 1983) 706 F.2d 1254 [113 LRRM 2320], which is subsequent to
Magnavox, is more on point with the facts of this case. In
United Technologies, the court was asked to consider the
continued viability of its holding in United Aircraft Corporation
v. NLRB (2d Cir. 1971) 440 F.2d 85 [76 LRRM 2761], in light of
the U.S. Supreme Court's decision in Magnavox. United Aircraft
held that the collective bargaining agreement between the employer
and the union authorized the employer's limited no-distribution
rule, which prohibited union solicitation during "working time,"
which the parties understood to be "paid work time." "Paid work
time" included employee breaks but excluded lunch time. In
United Technologies, the court explained that United Aircraft was
still viable and held that the limitation on such activity during
paid breaks
... neither deprived employees of rights
that were fundamental under Section 7 of the
Act, nor implicated public policy concerns
15
that
were
overriding,
because
the
employees
remained
"free to
solicit
on company
property
before
and
after
work
and
during the lunch
hour
....
"
In
light
of
that
freedom,
we
concluded
that
it
was
permissible
for the
union
to
agree
to the
limited
no-solicitation
provision
in the
collective
bargaining
agreement:
·
We
see
no
reason
to
invalidate
the
clear
agreement
of the
parties
....
[T]here
are
25,000 employees and
over
50
stewards
in
the
plants
involved.
The.
company
probably considered the
no-solicitation
ban
to
be an
important
bargaining
objective,
and
the
agreement
should not
be
lightly
overturned
....
We
therefore
conclude
that
the
Board
properly
found
that
the
company
Rule
5
and
the
contract
can be
applied to
prohibit
solicitation
for the
union
during
working
hours,
whether or not
the
employee
is
working
or
resting.
United
Technologies Corp., supra,
[113
LRRM,
at
p.
2329].
The
court's test
for determining
whether
the
union could waive
solicitation
rights
turned
on
whether
the
rule constituted
a
broad
ban
on
solicitation
or
distribution
anywhere
in the
plant,
as
was
the case in
Magnavox.
If
it
did not, but
was
instead
a
limited no-solicitation rule
and
contract provision,
then
it
did
not
seriously dilute
employees.
section
7
rights.
The
court
concluded in United Technologies
that
its
position
in United
Aircraft
was
consistent
with the
Supreme
Court's decision in
Magnavox,
as
that
case
dealt
with
a
negotiated rule that
banned
solicitation altogether.
Indeed, the court
framed
the issue in
Magnavox
as
specifically addressing the issue of
a
negotiated
rule that
would have waived employees'
rights
even to
solicit
on
behalf of
a
rival union.
16
We
agree
with
the
court's
rationale
in
United
Technologies
that
a
union
may
agree
to
collective
bargaining provisions
that
limit
employees'
rights
to
engage
in
union
activities
and
limit
the
union's
right
to
have
access
to
those
employees, so
long as
such
agreement
does
not
seriously
impinge
on
the
rights
provided
by
EERA.
The
Board
has
previously held
that
access
rules are
negotiable
(see
Davis
Joint
Unified
School
District
(1984)
PERB
Decision
No.
474)
and,
once
the
parties
have
negotiated those
rules,
the
parties
cannot
assert that
they are
not
bound
by
the
contract
terms. Therefore,
to
the
extent
the
regulations
complained
of are
covered
by
the
contract
and
do
not
seriously
impinge
on
the access
rights
granted
by
statute,
the
contract
prevails
and
the
union
will
be found
to
have waived
its
right
to
object to those
regulations:
Specific
Regulations Challenged
The
Association challenges the following
aspects of the
District's
regulations:
1.
The
rule that prohibits
access during the conference
and
20-minute
preparation periods
and
requires Association
business to
be conducted
away from
students
and
nonemployees.
2.
The
rule that requires
24-hour
notice to schedule
meetings.
3.
The
rule that
allows the
site
administrator to designate
the
specific
room
to
be used
for Association meetings.
24-Hour Notice and
Designation of Meeting
Sites
As
to the 24-hour notice provision
and the designation of
rooms
for Association meetings,
we
agree with and adopt the
17
ALJ's
conclusions
and
rationale
on
these issues
and,
therefore,
dismiss
~narging
Party's allegations related
to these
two
issues.
Access During
the
20-Minute
Periods
and
Conference/Preparation
Periods
On
the
subject
of access during the conference
periods
and
the
20-minute
periods before
and
after
school,
we
affirm
in
part
and
reverse
in
part.
As
to the conference
period,
we
agree
that
the
collective
bargaining
agreement
specifically
provides
that
this
period of
time
is
"work
time" and,
therefore,
presumptively
unavailable for Association access.
Long
Beach,
supra,
PERE
Decision
No.
130;· Republic
Aviation
Corp.
v.
NLRB
(1945} 324
U.S.
793
[16
LRRM
620];
Essex
International,
Inc.
(1974}
211
NLRB
749
[86
LR.FM
1411].
Further, in
addition to
the
presumption of
no
access,
the
contract
specifically states that
the Association will
not
have
access during
work
time and,
thus,
the
Association
agreed
to
embody
this
presumption
into the
contract.
Clearly then, the Association
has
waived any
objection
it
might have had
to the
District's
regulation.
On
the issue of access during the
20-minute
periods,
we
reverse
the ALJ's
conclusion
that denial of
acces~ during these
periods is
unreasonable, as well as her conclusion
that the
contract
does not
constitute
a
waiver of access during these
time
periods.
The
underlying question
is
whether these periods
are
"work
time" so as to create
a
presumption
that denial of
access is reasonable.
We
conclude
that,
by both the intent of
the parties
and by
virtue of the collective bargaining language,
18
these periods
are paid
preparation periods
and,
thus,
constitute
"work
time."
The
collective
bargaining
agreement
states,
in
part:
The
Association agrees
that
its
authorized
staff
and
building representatives shall
not
conduct
Association business
with
employees
during
regular
working
hours.
It
is
agreed
that
non-duty times
are
as
follows: before
and
after
the
scheduled
workday
of
eachemployee,
the nutr1t1on break,
and
lunch
period
....
It
is
further
agreed
that
this
section
shall
be
amended
to
conform
to
the Public
Employment
Relations Board's
final
decision
on
this
matter.
(Emphasis
added.)
The
ALJ
concluded
that
the
language
of
this
section contains
an
ambiguity, since
it
does
not
specifically
use
the
term
"work
time"
but, rather, refers
to "regular
working
hours,"
"non-duty
times"
and
"scheduled
workday." Consequently,
she
found
that
the
contract
does
not
specifically prohibit
access during the
20-minute
periods
and,
therefore,
no
waiver
by
the Association
was
demonstrated.
We
disagree.
Reading
section
C
of
Article
IV,
together
with
section
A
of
Article
V,
which
defines the
workday
as
starting
20
minutes
before the opening
of class
and
extending to
20
minutes
after
the
last
assigned class
(except
on
the
early-leaving day),
we
find
that
the
parties
used "working hours" in
section
C
to
mean "work
time."
This becomes
clear
in the next sentence of section
C,
when
the parties define "non-duty time" as before
and
after
the
scheduled workday,
the nutrition
break and lunch period.
These
are clearly the times that are available for access. Turning
19
then to what constitutes the scheduled workday, section A of
Article V makes clear that the scheduled workday for teachers
commences 20 minutes before the first class or conference period
and ends 20 minutes after the last class or conference period.
Thus, the parties have agreed by contract that the 20-minute
periods are part of the working hours, and have further agreed
that there will be no Association access during that time.
Since the parties have defined what 'is, in essence, "work
time" to include the 20-rninute periods, under previously
articulated PERB presumptions, there is no presumptive right of
access during this time. In so holding, we would characterize
this time as paid preparation time, notwithstanding the testimony
from numerous teachers that they, in fact, do their preparation
at other times in order to be able to relax and socialize during
these periods. That the District allows this is merely a
reflection of the professional nature of teaching and does not
transform this time into nonwork time.
This viewpoint of the nature of teaching is borne out
repeatedly in the transcript by the testimony of the teachers
called by both parties. All of the teachers, even those who
testified they relax or "mentally prepare or unwind" during the
20-minute periods, testified that it was necessary for them to
arrive early and/or work at home in the evenings in order to
accomplish the necessary preparation: In other words, to the
extent the teachers chose to use the 20-rninute periods for other
than actual preparation, they voluntarily extended their workday
20
to
compensate
for
that
choice.
It
is
obvious
the
District
has
recognized
this
professional
nature
of teaching
by
not
imposing
rigid
requirements
and
job
tasks
on
teachers
during
these
preparation periods.
Nevertheless,
teachers~
required
to
report
for duty
and
remain
on
duty
20
minutes
before
and
after
scheduled
classes.
The
reason
for
this
requirement
is
not only
to provide paid
preparation
time
but
also
to assure
accessibility
to the teachers
by
students, parents
and
the
administration.
The
very
nature of
that accessibility
indicates
this is
not
duty-free
time,
even though
some
teachers
choose
not
to
do
their
preparation
during these
periods.
Allowing
the
Association to
conduct
its
meetings during
this
time
would
defeat the
purpose
of
accessibility
and
the
informal
supervision required
by
the
District.
This
is
not
unlike the
situation
in
El Dorado Union
High
School
District
(1985)
PERB
Decision
No.
537,
in
which
the
contract
required the teachers to report for duty
one-half
hour
before classes
were
to
start.
The
Board found
that picketing in
front of
the school during
that
time
period
was
an
unlawful
partial
work
stoppage,
even though
the teachers continued
to
perform
their preclass responsibilities.
Of
relevance to
this
case
is
the Board's
rationale
for finding that
such conduct
constituted
a
partial
work
stoppage:
The
evidence
shows
that
although
Districtpolicy permitted teachers to
choose where
in
the school they spent the 30-rninute periods'-;
there
was a
paging system for contacting
them when
needed, and
there
was a
telephone
in the teachers' lounge. [Footnote deleted.]
Thus, the District could readily
meet
its
21
obligations to student and parent needs. It
would not be reasonable to impose on the
district the obligation to search out
teachers who claim they are available for
duties that arise, but who are actually away
from the school site itself. El Dorado,
supra, at p. 4.
Similarly, in the present case, allowing the Association to
conduct its meetings during this time period would make the
teachers unavailable for those numerous spontaneous instances
when school personnel need to contact them.
In reaching this conclusion, we overrule the standard
previously articulated by this Board in PERE Decision No. 130,
p. 9, in which the Board rejected the district's argument that
these periods are paid preparation periods since, according to
the Board, they are not "expressly and/or uniformly reserved for
preparation time." 11 The fact that teachers exercise a
certain amount of discretion in use of their time does not
transform duty time, in this case, paid preparation time, into
nonwork time. Further, this standard is not consistent with
NLRB case law or other PERB precedent.
This Board has long recognized that preparation time provided
in a daily work schedule constitutes a part of the teacher's
workload. Other than the Long Beach, supra, decision, the Board
llwere we to continue to adhere to the standard set out in
PERB Decision No. 130, we might well reach a different result,
in light of the language of Article IV, section C, which states
that the section "shall be amended to conform to the Public
Employment Relations Board's final decision on this matter."
Instead, we view the pertinent contract language in light of the
standard adopted herein.
22
has
never
required
a
showing
that
preparation periods
be
expressly
and/or
uniformly
reserved for
preparation
time
in
order to categorize
such time
periods
as
part
of
the
work
responsibility
of the
teacher.
12
Previous
decisions
make
clear
that,
even
where
use
of
such time
is
at
the
discretion
of the
teacher,
and
some
teachers
use
some
portion
of
the period to
rest
or relax,
the
employer
unlawfully
changes
the
teachers'
workload
by
unilaterally
decreasing or eliminating
the
preparation period.
None
of these decisions
refer
to
any
requirement
that
such
periods
be
expressly and/or uniformly
reserved for
preparation
time
in order to find
that
such
decrease in
allotted
time
results
in
an
increase
in
personal
13
time
devoted
to
work
activities.
The
Board's
most
recent decision involving
preparation
time
is
Victor
Valley
Union High
School
District,
supra, in
which
the
Board
adopted the
ALJ's
findings of
facts
in
pertinent
part.
12see
Jefferson
School
District
(1980)
PERB
Decision
No.
133,
p.
37;
Moreno
Valley
Un1f1ed School
District
(1982)
PERB
Decision
No.
206;
Modesto
city
Schools
(1983)
PERB
Decision
No.
291;
Grossrnont Union High School
D1str1ct
(1983)
PERB
Decision
No.
313; Healdsburg
Union High School
District
and
Healdsburg
Union
School
District/San
Mateo School
District
(1984)
PERB
Decision
No.
375; Corning
Union High School
District
(1984)
PERB
Decision
No.
399;
Victor Valley
Union High
School
District
(1986)
PERB
Decision
No.
565.
13Modesto,
PERB
Decision
No.
291,
supra,
found
that the
association failed to
meet
its
burden of proof because
it
did
not
show
that the
district's alteration
in preparation time, in
fact, extended the workday. Subsequent decisions
have not
-
expressly required such actual proof of increase in the workday
in order to find
a
unilateral decrease in preparation time to
be
unlawful.
23
In that case, the Faculty Handbook required teachers to be "on
duty" 15 minutes before and 10 minutes after scheduled classes.
The ALJ states, at pp. 5 and 6 of his decision:
Presumably, the 15 minutes before the first
class, and the 10 minutes after the last
class was time in which a teacher could
prepare lessons, grade papers, talk to
students or parents - perform the
non-classroom duties which are necessary
parts of a teaching assignment.
The use of each teacher's preparation time
was within the discretion of the teacher; it
was generally used for preparation of
lessons, grading of examinations or other
written work, or conferences with individual
students.
The Board affirmed the ALJ's conclusion that the district
violated the Act by unilaterally changing the amount of "paid
non-instructional time 11 without negotiating such change.
While the foregoing PERE precedents do not address the issue
of access time but, rather, involve the negotiability of
preparation time, they are, nevertheless, instructive on the
issue of the nature of preparation time. Even where employees
have testified they used a portion of the time to rest or relax,
a decrease in the amount of that time was nevertheless found to
impact work hours. It is clear this Board views preparation
time, including that duty time before and after classes begin,
as part of the paid work time required of teachers without the
necessity of showing it is expressly and/or uniformly reserved
for preparation time. To take a contrary approach in the area
24
of access rights is inconsistent with the Board's established
precedents involving negotiations and unilateral changes.
Therefore, we conclude that these two 20-minute periods (as
well as the conference/preparation period during the workday) do
constitute work time, and the employer may validly deny access
during that time. This is especially the case when the
Association is accorded access during the lunch and nutrition
breaks and prior to ana following these 20-minute periods, as
well as immediately after school on the early-leaving day when
teachers are released from duties at the same time as the
students are dismissed.
Association Business Away from the
Presence of Students and Nonemployees
On the final issue of the District's regulation that requires
Association business to be conducted out of the presence of
students and nonemployees, we first note that the contract does
not address this subject and, therefore, the Association has not
waived its right to object to this regulation. We agree with
the ALJ that this regulation is unreasonable but do not entirely
agree with her analysis. The ALJ concluded this regulation is
11 overbroad 11 and "vague." These terms are generally used in a
constitutional analysis, which is not appropriately applied to
this regulation. Rather, once the Association demonstrates
restrictions of its presumptive right of access, which is
apparent here on the face of the regulation itself, it is then
incumbent upon the District to rebut the presumption by
25
demonstrating that such access would be disruptive. See Long
Beach, supra, PERB Decision No. 130; The Regents of the
University of California, University of California at Los Angeles
Medical Center (1983) PERB Decision No. 329-H. Here, no evidence
was presented on this point, and we cannot conclude that the
regulation is reasonable on its face. Therefore, we affirm the
ALJ, but on the basis of tbe District's lack of proof.
ORDER
Upon the foregoing findings of fact, conclusions of law, and
the entire record in this case, it is hereby ORDERED that the
Long Beach Unified School District and its representatives shall:
A. CEASE AND DESIST FROM:
Enforcing the District regulation which requires that the
Teachers Association of Long Beach conduct organizational
business with employees during nonwork times- in nonwork areas
which are away from students or other nonemployees.
B. TAKE THE FOLLOWING AFFIRMATIVE ACTIONS DESIGNED TO EFFECTUATE
THE POLICIES OF THE EDUCATIONAL EMPLOYMENT RELATIONS ACT:
1. Within thirty-five (35) days following the date this
Decision is no longer subject to reconsideration, post at all
work locations where notices to employees customarily are placed,
copies of the Notice attached as an Appendix hereto, signed by
an authorized agent of the employer. Such posting shall be
maintained for a period of thirty (30) consecutive workdays.
Reasonable steps shall be taken to insure that this Notice is
not reduced in size, defaced, altered or covered by any material.
26
2. Provide written notification of the actions taken to
comply with this Order to the Los Angeles Regional Director of
the Public Employment Relations Board in accordance with his
instructions.
It is further ORDERED that all other portions of the unfair
practice charge and complaint are DISMISSED.
Member Craib joined this Decision. Member Burt's concurrence
and dissent begins on page 28.
27
BURT,
Member,
concurring
and
dissenting:
I
agree with
most
of
the
conclusions of
the
majority
in
this
case.
However,
I
cannot agree
that
the
District
may
lawfully
prohibit
access
for
the
20-minute
periods before
and
after
school.
The
parties
to
this
case
first
entered
a
"mini-contract",
after
the
PERB
hearing
on
the previous Federation charges
concerning access, but before
the
decision
of the
administrative
law
judge.
In
March
1978
the
parties
began
negotiations
for
a
comprehensive agreement,
and
the
ALJ's
decision
issued during
negotiations,
in
June 1978. That
decision
described the
prohibition against
solicitation
during
the
workday
as the
rule
most
problematic for the
Federation.
The
decision contains
a
lengthy
discussion
of
the
20-minute
periods,
and an
extensive analysis
of the
"working
hours/working
time
11
dichotomy under
the National
Labor
Relations
Board
(NLRB).
Negotiations
between
TALB
and
the
District
concluded
on
May
21,
1979.
At
that point,
the
parties
signed
a
contract
with
ambiguous language
regarding the
workday.
The
contract
includes Article
IV,
section
C,
which
provides as follows:
Association Business:
The
Association agrees
that
its
authorized
staff
and
building
representatives shall
not conduct Association
business with employees
during regular
workings
hours.
It
is
agreed
that
non-duty times are as
follows: before
and
after
the scheduled
workday
of each employee, the nutrition break,
and lunch
period.
In no
event shall
any
representative or
unit
member
interrupt or interfere in any
way
with normal work.
Any
exceptions must be
approved by the appropriate division assistantsuperintendent. It is further agreed that this
section of the contract shall be amended toconform to the Public Employment Relations
Board's final decision on this matter.
(Emphasis added)
In
May
1980,
PERE
issued
its
decision
in
Long
Beach
Unified
School
District
(1980)
PERE
Decision
No.
130,
concerning
the
Federation's
charges..
In
that
decision,
the
Board
determined,
among
other things,
that
the
prohibition
on
access during the
20-minute
periods before
and
after
school
was
unreasonable.
TALB
approached
the
District
to
modify
the
contract to
reflect
this
decision, consistent
with
the
contractual
language
providing
that
the
contract "shall
be
amended"
to
conform
with
PERB's
decision.
The
District
refused to
do
so and,
instead,
unilaterally altered
its
regulations to define
what
it
thought
teachers
were
supposed
to
be
doing
during the
20-minute
periods.
It
was
at that point
that
TALB
sought
help
from
PERB
by
way
of
PERB's
compliance
procedures. Finding
that
compliance
was
not
available,
TALB
filed
charges with
PERB,
complaining, as
had
the Federation,
about the
District's
access
regulations,
including those regarding the
20-minute
periods
before
and
after
school.
Under
these circumstances,
I
cannot find
that
an
ambiguous
provision, apparently purposely
left
ambiguous by
parties
who
were on
notice of the issues raised
by
that
ambiguity
and
awaiting
clarification
from
PERE,
consitututes
a
waiver
of
access rights
during these periods.
Further, while the majority apparently
wishes
that
the
20-minute periods
were working time, the
ALJ
in
this
case found
29
that
the
teachers' actual
use
of
the
20-minute
periods before
and
after
school
is
"quite
similar"
to the
uses
found
by
the
ALJ
in
the
1978
hearing;
that
is,
the
20-minute
periods are
working
hours
but
not
working
time.
In
addition to
believing
that
the
majority
is
in
error
on
this point,
I
find
it
of
some
concern
that
the
District
apparently
ignored the previous
Board
decision
on
this
issue
in
a
successful
effort
to force
a
second
employee
association to
go
through the
entire
PERB
process
once
again in order
to
prove
the
same
facts
as
those
found
in the
first
decision: the
20-minute
periods are not
working time and,
following the
NLRB's
rule,
TALB
should
be
allowed
access
at
that
time.
APPENDIX
NOTICE TO EMPLOYEES
POSTED BY ORDER OF THE
PUBLIC EMPLOYMENT RELATIONS BOARD
An Agency of the State of California
After a hearing in Unfair Practice Case No. LA-CE-1329,
Teachers Association of Long Beach v. Long Beach Unified School
District, 1n which all parties had the right to participate, it
has been found that the Long Beach Unified School District
violated Government Code section 3543.5(a) and (b) by adopting
and applying a regulation which unreasonably interfered with
employee organizations' right of access to employees as granted
by section 3543.l(b) of the Act, by requiring employee
organizations to conduct organizational business with employees
during nonwork times in nonwork areas which are away from
students or other nonemployees.
As a result of this conduct, we have been ordered to post
this notice and we will:
CEASE AND DESIST FROM:
Enforcing the District regulation which requires that the
Teachers Association of Long Beach conduct organizational
business with employees during nonwork times in nonwork areas
which are away from students or other nonernployees.
Dated: LONG BEACH UNIFIED SCHOOL DISTRICT
By____,,__"".""":""--,---=---=----,------
Author1zed Agent
THIS IS AN OFFICIAL NOTICE. IT MUST REMAIN POSTED FOR AT LEAST
THIRTY (30) CONSECUTIVE WORKDAYS FROM THE DATE OF POSTING AND
MUST NOT BE REDUCED IN SIZE, DEFACED, ALTERED OR COVERED BY ANY
V.i.A TERIAL.
STATE
OF
CALIFORNIA
PUBLIC
EMPLOYMENT
RELATIONS
BOARD
TEACHERS
ASSOCIATION
OF LONG
BEACH,
Charging
Party,
v.
LONG
BEACH
UNIFIED
SCHOOL
DISTRICT,
Respondent.
)
)
)
)
)
)
)
)
)
Unfair
Practice
Case
No. LA-CE-1329
PROPOSED
DECISION
(5/31/84)
_____________________
)
Appearances:
A.
Eugene
Huguenin,
Jr.,
Attorney for Teachers
Association of
Long Beach~
Paul
R.
Causey,
Attorney
(McLaughlinand
Irvin),
Long
Beach
Unified
School
District.
Before:
W.
Jean
Thomas,
Administrative
Law
Judge.
PROCEDURAL
HISTORY
This
case
presents
a
challenge to
a
school
district's
promulgation
and
application
of
certain
regulations
which
are
alleged to
unreasonably
interfere
with the exclusive
representative's right
of access
to
bargaining
unit
members.
On
March
16, 1981, the Teachers
Association of
Long
Beach
(hereafter
TALB
or Association)
filed
an Unfair
Practice
Charge
against
the
Long Beach
Unified School
District
(hereafter
District)
alleging
a
violation of the Educational
Employment
Relations
Act
(hereafter
EERA
or
Act.)l
The
District filed
an Answer on
April 6, 1981.
On
April 9, 1981, the
District
also filed
a Motion
to Particularize the charge.
An
informal
lThe Educational
Employment
Relations Act
is codified at
Government Code
section
3540
et seq. All statutory references
are to the Government Code.
This Board agent decision has been appealed to
the Board itself and is not final. Only to the
extent the Board itself adopts this decision and
settlement conference was conducted by an administrative law
judge for the Public Employment Relations Board (hereafter PERE
or Board) on April 15, 1981, but the conference failed to
resolve the dispute. Following the informal conference, the
Charging Party filed a Response to the Motion to Particularize
the Charge on April 27, 1981. The charge, as particularized,
alleges that the District, by applying its regulations to TALB
activities, has unreasonably interfered with the Association's
right of access guaranteed by section 3543.l(b) by the
following:
(1) Limiting the time for conduct of employee Association
business and employee personal business time to outside "duty
hours" and, therefore, to include as working hours and exclude
as access time, the 20-minute periods before and after school
and the daily conference periods within the duty day during
which times the employee is required to be at the site without
specified duties; and
(2) Limiting Association access to employees by specifying
locations where Association representatives may meet with
employees and requiring 24-hour advance notice for room
arrangements when "it is anticipated that Association business
is to be conducted formally or informally with a large group of
employees." Such conduct is further alleged to have
constituted violations of section 3543.S(a) and (b) of the EERA.
2
On May
6,
1981,
the
Respondent
filed
an
Answer
to
Response
of
Charging
Party to
Motion
to
Particularize,
admitting
that
it
promulgated the
revised
regulations
in
September 1980, and
asserting
as
one
of
its
affirmative
defenses,
that
the
regulations
were
reasonably
and
validly
promulgated
pursuant
to
the
power and
authority
granted
to
the
District
under
the
laws
of
the
State
of
California.
A
Complaint
and
Notice of
Hearing
was
issued
by
the Chief
Administrative
Law
Judge
of
PERE
on
April
30,
1981,
scheduling
the
first
day
of hearing for
June 26,
1981.
Later,
this
date
was
reset
due
to
scheduling
conflicts.
The
case
was
heard
before the undersigned
on
September 22, 23,
December
3,
4
and
8,
1981;
February
8, 9,
10,
April 1,
and
2,2
May
20,
October
28
and 29,
November
1,
1982; and
January 19,
1983.
Post-hearing briefs
were
filed
by
both
parties
and
the case
was
thereafter
submitted for
proposed
decision.
FINDINGS
OF
FACT
A.
Background
The
parties stipulated that
the
District is
a
public school
employer
within the
meaning
of the
Act
and
that
TALB
is
the
2oue
to
a mishap
that
occurred during the mailing of the
hearing tapes for April
1 and
2,
all
the tapes for
this session
were
lost
in the mail.
The
hearing
was
recessed, pending
a
search
by
the
u. s.
Postal Service.
The
tapes
were never
recovered so the October 28, 29 and November 1
sessions
were
necessary in order to re-hear the
lost
testimony.
3
exclusive representative
of
the
certificated
K-12
employee
bargaining
unit
of
the
District.3
The
unit consists
of
all
regular
certificated
employees under
contract
including
classroom,
Junior
ROTC
instructors,
and
specialist
teachers;
program
facilitators,
nurses,
nurse
facilitators,
and
librarians.
It
excludes
all
school
counselors,
guidance
counselors, psychological
services
specialist,
Child
Development
Center
teachers,
substitute
teachers, part-time
hourly
teachers,
management,
supervisory
and
confidential
employees. There
are
approximately
2700
employees
in the
bargaining
unit,
of
which 1700-1800
are
members
of
TALB.
In
grades
K-12
there
is
an
enrollment
of
approximately
57,000
students.
The
area served
by
the
District
includes
Santa
Catalina Island.
There
are
53
elementary school
sites,
2
special
schools,
14
junior
high
schools,
1
junior-senior
high
school,
5
senior
high
schools,
1
continuation
high school
and
l.school
for
adults.
The
District's
student population
is
composed
of diverse
racial
and
ethnic groups. In the
1981-82
school year
3Official notice is
taken of the
PERB
representational
files
maintained in the
Los
Angeles
PERB
Office.
Case
file
LA-R-47A shows
that
TALB
was
certified
by
the
PERB
as the
exclusive representative of the Certificated
Employee
Unit
(Unit
A)
on December
19, 1977.
On
this
same
date
TALB
was
also
certified
by
PERB
as the exclusive representative of the ChildDevelopment Center Teachers Unit (Unit
C)
(LA-R-47C). However,
access to
members
of the
latter unit is not
an
issue in thischarge.
4
grades
K-12 were
comprised
of
48.8
percent whites,
19.8
percent
Hispanics,
19.4
percent blacks,
and
12.0
percent other
non-caucasians
which
included
American
Indians,
Asians
or
Pacific
Islanders,
and
Filipinos.
This
diversity
was
demonstrated
at
one
junior
high
school
where
the enrollment
consisted
of
students representing
27
different
ethnic
and
minority
groups speaking
15
different
languages.
Since the
TALB
was
certified
as the
exclusive
representative,
the
parties
have
entered
into several
collective
bargaining
agreements.
The
first
agreement,
which
they
refer
to
as
a
"mini-contract or
agreement,"
was
negotiated
in
1978
for
a
term
extending
from March
13,
1978,
to
October 15,
1978.
The
first
comprehensive
collective
bargaining
agreement covered
the period
from
May
21, 1979,
through
August 31, 1981.
Pursuant to the reopener
provisions
of
that
agreement,
and
subsequent
negotiations,
the
term
of
that
agreement
was
extended
to
June 30, 1982. At
the time
of
the hearing the
terms
of
this
agreement
were
still
in
effect.
B.
Events Leading
to the Current
Charge
On
October
1,
1976,
the
District
promulgated
a
set
of
administrative regulations
entitled
"Administrative
Regulations: Association Activities
Involving
District
Employees and Employee
Associations."
These
regulations
were
5
issued in memorandum form by the District's then-coordinator of
employee relations, William Marmion, and distributed to all
District management and supervisory employees and employee
organizations. The regulations set forth the District's rules
concerning on-campus activities by employee organizations.
Subsequently, certain provisions of these regulations became
the subject of an unfair practice charge filed by the Long
Beach Federation of Teachers, Local 1263, AFT, AFL-CIO
(hereafter AFT) on August 24, 1977.4 In the resulting PERB
decision, Long Beach Unified School District (5/28/80) PERB
Decision Noe 130, the Board found that various provisions of
the contested regulations were unreasonable within the meaning
of section 3543.l(b) and constituted unlawful interference with
access rights guaranteed by EERA, in violation of section
3543.S(a) and (b).
Not all of the regulations challenged in Long Beach, supra,
are in dispute.in this case. One of the rules to which
4Qfficial notice is taken of ali PERB files maintained
regarding this charge, including the proposed decision issued
by the hearing officer on June 2, 1978, and the Board's
subsequent decision.
These records show that TALB requested permission to join
as a party to the action on October 24, 1977, and the request
was granted. Thereafter, pursuant to an informal settlement
agreement, among other things, TALB withdrew as a party to the
case.
6
objections
were
raised
in
that
case
and
is
again
in
issue here,
was
entitled
"Activity
Hours."5 This
regulation
banned
5This
rule,
in
pertinent
part, stated
as follows:
II.
Activity
Hours
A. Employee
Association Business--All
activities
concerning
association business,
as
defined,
shall
be
conducted
outside
duty hours
of
the
workday
for the
individuals
involved. All
association
business
when on
district
property
shall
be
conducted
away from
students
and
other
non-employees.
(Example:
No
association
business
shall
be
conducted
during
such
events
as
PTA
or
Advisory Council
meetings,
Open
Houses,
etc.,
or in
the presence
of
VIPS
or
other
non-employees.)
. . . . . . . . . . . . . . . . . . e . . . . .
c.
Workdays--Definitions apply as
follows:
1.
Teachers
(includes
Math/Reading
Specialists)--Normally,
the
teachers'
workday
extends
from 20
minutes
before the
first
assigned
period to
20
minutes
after
the
last
assigned
period; including
class,
conference,
and
preparation periods.
(Kindergarten teachers
have
the
same workday
as
other elementary
teachers.
Elementary
teacher-librarians
work a
7-hour
day.)
It
also includes
additional relatedservice
time such as
after
school
and
evening
supervision of student
body
activities
and
other
extra-curricular duties.
(Emphasis
in
original.)
2. Other Employees--All other regular
full
time employees have an
eight-hour day, exclusive
of
a
lunch
period.
3.
Nutrition
and Lunch--No
part of the
duty-free nutrition
and lunch periods (except for
passing time supervision of students
when
assigned)
is
considered to
be
duty time.
7
employee
association
business6 during
an
employee's
"duty
hours"
of
the
workday.
Another
disputed
rule,
which
is
again
being
challenged,
prohibited
various
organizational
activities
by
employees
during the duty hours
of
their
workday.
Such
activities
included
any
solicitation
or
distribution
related
to
association
business.7
6These
same
rules
defined
"employee
association
business"as:
...
any
activity
related
to recruitment of
members,
circulation
of
petitions,
election
campaigning,
or other matters
relating
to
unit
determination hearings
and
exclusive
representation elections.
7This
rule
read as follows:
III.
Prohibited
Activities
by
Employees
During
Duty Hours
The
following
is
a
partial
list
of
activities
which
may
not
be
conducted
by
employees
during the
duty hours
of
their
workday
(emphasis
in
original):
A.
Planning, attending,
or conducting
association
business meetings
B.
Soliciting
employee membership
in
an
association
C.
Meeting
for the purpose of
collectingsignatures for exclusive representation
petitions
or
related activity
D~
Campaigning
prior to
a
hearing or
an
election
E.
Soliciting
employees for funds or services
in behalf of
an employee
association
F. Preparing or duplicating written material
for association business purposes
8
The AFT also objected to a rule requiring employee
organization representatives who did not work on the
campus where an informal or formal meeting was to take
place to make arrangements at least one day in advance for
meetings with four or more employees.8
G. Contacting employees or association
representatives for the purpose of transacting
association business
Note: Secretaries and clerks will place messages
regarding incoming calls in employee mailboxes but
will not deliver messages to rooms or other sites.
H. Distributing written materials on association
business
I. Using district facilities, equipment, supplies as
per section V., paragraph E. 5. of this bulletin
8The rule concerning the prior arrangement requirement
read, in pertinent part, as follows:
V. Organizing Activities by Employee Associations
. . . . . . . . . . . . . . . . . . ·. . . . e
D. Facilities Arrangements
. . . . . . . . . . . . . . . . . . . . . . .
2. Association Business with Groups of
Employees--When it is anticipated that
association business is to be conducted
informally or formally with a group of four or
more employees, room arrangements must be made at
least one day in advance of the meeting. The
request for access must be made to the site
mana9er or supervisor and shall include the
specific date, time and size of a facility
requested. The principal or office head will
evaluate the request and normally authorize use
of the facilities while mindful of the district's
need to balance fairly the rights of all
employees, of other associations, and of the
district itself. Failure to make arrangements in
advance shall be grounds for prohibiting any such
meetings at the site. 9
With
respect to
this
latter
rule,
the
Board
reached
the
following conclusion:
The
Board
finds
that
the
District's
rule
is
reasonable
and
it
may
legitimately
require
that
one day
advance
notice
be
given
in
order for
an employee
organization to
secure
the
use
of
rooms
not normally used
by
nonworking
employees.
However,
to
the
extent that
the
District's
rule
appears
to
require
that
all
meetings with four or
more
employees
be
conducted
at
such
pre-arranged
facilities,
the
regulation
is
unreasonable.
The
Board
recognizes, of course,
that
in
certain settings,
unlike lounges,
lunchrooms
or other
nonworking
areas, large
gatherings
of
employees
may be
disruptive
of the
educational process unless
they
are
conducted
in appropriate
facilities,
for
which
advance
notice
is
generally required.
However,
absent the
nonavailability
of
appropriate
facilities
or
a
showing
ofprobable
disruption
of school
functions,
there
is
no
justification
for the
District's
rule
which
has
the
result
of
denying an
employee
organization
the
right
to
use such
facilities
for
organizational
activity
conducted
during
nonworking
hours.
(Long Beach
Unified School
District,
supra,
at
p. 22.)
It
determined
that certain
of the other challenged
regulations,
including sections
II
and
III
set forth
above,
were
unreasonable, unlawfully
interfered
with the
employee
organizations' right of access to
employees and were
therefore
in
violation
of the
EERA.
In response to this decision the
District
revised the
regulations
and
reissued
them,
effective
September 15, 1980, in
the
same
bulletin
form as before.
A cover
memo
addressed to
principals, office
heads and employee
organization stated that
10
the changes made were "pursuant to a recent PERB Decision."
Also attached was a copy of a document entitled "Log of Visits
of Employee Association Representative," which was to be used
by association representatives when they visited local school
sites on association business. The cover memo also stated that
"[r]epresentatives may be asked for commonly-accepted forms of
identification at the time they check in." The first page of
the bulletin stated that the regulations superseded those
issued October 1, 1976, and were to be brought to the attention
of staff and members of an association, and posted.
Those parts of the revised regulations which are again in
issue are set forth below.
II. Activity Hours
A. Employee Association Business--All activities
concerning association business, as defined,9
shall be conducted outside duty hours of the
workday for the individuals involved. All
association business when on district property
shall be conducted in non-work areas during
non-work periods away from students and other
9The term "empl61~~ association business" is defined as:
... any activity related to recruitment of
members, circulation of petitions, election
campaigning, matters relating to unit
determination hearings and exclusive
representation elections, or other business
of the association.
NOTE: An association/union which has been
certified by the PERB as an exclusive
representative has additional specified
rights provided by law.
11
non-employees.
(Example:
No
association
business
shall
be
conducted
during
such
events
as
PTA
or
Advisory Council
meetings,
Open
House,
etc.,
or
in
the presence
of
VIPS
or
other
non-employees.)
B.
Personal Businessl0--Conferences
on
the
personal
employment
problems
of
an employee
shall
be
conducted
outside
duty hours of the
workday
for the
individuals
involved.
(Emphasis
in
original.)
C.
Workdavs--Definitions
apply as
follows:
1.
Teachers
(includes
Math/Reading
Specialists)--Normally,
the
teachers'
workday
extends
from 20
minutes
before the
first
assigned
period
to
20
minutes
after
the
last
assigned
period; including
class,
conference,
and
preparation periods.
The
20-minute
periodsbefore
and
after
the
instructional
day
are
deemed
to
be
duty
time
to
be
used
for
consultation
with
students, parents
and/or school
personnel, or
class
preparation in
classrooms or school
offices,
or for supervisory
duty
directed
by
manager.*
(Kindergarten
teachers
have
the
same
workday
as
other
elementary
teachers.
Elementary
teacher-librarians
work a
seven-hour day.)
It
also
includes
additional related service
time
such as
after
school
and
evening
supervision of
student
body
activities
and
other
extra-curricular duties.
(Emphasis
in
original.)
2&
Other
Classified
and
Certificated
Employees--All
other regular
full
time employees
have an
eight-hour
day,
exclusive of
a
lunch
period.
*See
appropriate job
descriptions for
lists
of
duties.
10In the revised bulletin
the term "personal business"
is
defined as:
...
any
activity initiated
by an
individual
employee who
has the need
to
consult with an
association representativebecause of
some
personal
employment
mattersuch as the processing of
a grievance.
12
3.
Nutrition
and Lunch--No
part
of the
duty-free
nutrition
and
lunch
periods
(except
forpassing
time
supervision of
students
when
assigned)
is
considered
to
be
duty time.
4. Child
Development
Center
and
Other
Part-time
Employees
(including
Teacher
Aides)--Meetings for
these
employees
may
be
arranged
at
work
sites
so
long as they
do
not
conflict
with the
individual
employee's duty
time
and do
not
disrupt
the
work
function of other
employees
still
on
duty.
Access
rights
of
associations to
these
employees
shall
be
respected within reason.
III.
Prohibited
Activities
by
Employees
During
Duty
Hours
The
following
is
a
partial
list
of
activities
which
may
not
be
conducted by
employees
during
the duty hours
of
their
workday
(emphasis
in
original):
A.
Planning,
attending,
or
conducting
association
business meetings.
B.
Soliciting
employee membership
in
an
association.
C.
Meeting
for the purpose
of
collectingsignatures
for exclusive representation
petitions
or
related
activity
D.
Campaigning
prior
to
a
hearing or
an
election
E.
Soliciting
employees
for
funds
or
servicesin behalf of
an employee
association
F.
Preparing or
duplicating written materialfor
association business purposes
G.
Contacting
employees
or
association
representatives for the purpose of
transacting association business
Note:
Secretaries
and
clerks will placemessages regarding incoming
calls
inemployee mailboxes but will not delivermessages to
rooms
or other
sites.
13
H.
Distributing written materials
on
association
business
Note:
Off-duty
employees
may
distribute
materials
to
mailboxes
or
to other
off-duty
employees
on
non-duty time.
(See
Section
V,
paragraph
D.l,
page
6.)
I.
Using
district facilities,
equipment,
supplies
as per
Section
v., paragraph
D.
4,
p.7.
v.
Organizing
Activity
by Employee
Associations
. . . . . . . . . . . . . . . . . . . .
c.
Facilities
Arrangements
. . . . . . . . . . . . . . . . . . . .
1. Association
or
Personal Business
with
Individual
Employees--An
assoc1at1on
representative
who
is
not
employed
at
the
site
may
meet
privately
with small
groups
of
employees
during non-duty hours
in
a
lounge,
workroom, lunchroom
or other similar
area solong as the
conversation
will
not
seriously
disrupt
or
interfere
with the
use
of the
area
by
others.
The
specific
lounge or
other area
may be
specified
by
the
site
manager
or
supervisor.
2.
Association Business with
Groups
of
Employees--When
it
is
anticipated thatassociation business
is
to
be
conducted
informally or formally with
a
large
group
of
employees
relative
to
the
size of the
room,
room
arrangements
must be made
at least
one
day
in
advance
of the meeting.
The
requestfor access
must be made
to
the
site
manager
or supervisor
and
shall
include the
specificdate, time,
and
size of the
facility
requested.
The
principal
or
office
head
will evaluate their request
and
normally,
authorize the use
of the
facilities
while
mindful of the
district's
need
to balance
fairly
the rights of
all
employees, of other
associations,
and
of the
district itself.Failure to
make arrangements in advance
shall
be grounds for prohibiting
any such
14
meetings
at
the
site.
(Emphasis
in
original.)
3.
Right
of
Refusal--The
site
manager
has
the
right
to refuse
permission
to
use
a
facility
if
appropriate
facilities
are not
available
or
if
there
will
be a
probable
disruption
of
school
functions.
During
the
summer
of
1980 and
just
prior
to the
District's
issuance of the
modified
regulations, Shirley
Guy,
Executive
Director of
TALB,
contacted
Marmion
about having
a
meeting
to
discuss revisions
of
the
1976
regulations
based
on
the
Board's
rulings
in
Long
Beach,
supra.
A
meeting
was
eventually
scheduled for
September 11; 1980,
but
was
cancelled
by Marmion
and
not rescheduled. Shortly
thereafter,
Marrnion's
position
with
the
District
was
changed
and he no
longer
had
responsibility
for
employee
relations
activities.
On
October 22, 1980,
Ms. Guy
wrote
to
Torn
Collins,
the
new
coordinator of
employee
relations
and
former
assistant
to
Marmion,
requesting
a
meeting
to discuss
"a
number
of
[TALB]
concerns" regarding the
newly amended
regulations.
On
that
same
date,
Guy
wrote
to Frances
Kreiling,
Regional
Director of
the
PERB
Los Angeles Regional
Office,
and
requested
an
investigation into the
District's
compliance with
PERB
Decision
No. 130 (Long
Beach,
supra).
In her
letter
Guy
stated the
following:
The
District
has posted Notices in the
schools of the
District.
The
District
has
also
amended
its
regulations governingEmployee
Association Activities.
However,
it is the feeling of the Teachers
15
Association of Long Beach that the revised
regulations do not comply with the Order of
the Decision [PERE Decision No. 130,
LA-CE-171] and further that the
implementation of the regulations do not
comply with the provisions of the Order.
Sometime in late October or early November of 1980, Guy and
Collins had a meeting on another matter during which time they
discussed the amended regulations. Also present at the meeting
were Robert Welborn, a field representative for TALB, Donald
Goddard, president of TALB, Donald Ashley, assistant
superintendent, personnel services division and Marjorie
Ingram, assistant coordinator, employee relations.
During the meeting, Guy stated the Association's belief
that the revised regulations did not conform to the mandate
expressed in PERE Decision No. 130. Collins took the position
that the amended regulations did conform to the PERB order. At
the conclusion of the meeting, their positions were unchanged
and the matter remained unresolved.
Sometime during this same period, Kreiling contacted
Collins by telephone to inform him that TALB had requested an
investigation regarding the District's compliance with the
Board Order in Long Beach, supra. In a letter to Guy dated
December 4, 1980, Kreiling requested specific allegations about
the District's non-compliance with the PERE Order.
On December 16, 1980, Guy sent Kreiling a lengthy letter
which characterized the changes in the regulations as "window
dressing," outlined the Association's view of the lack of
16
substance in
the
changes
actually
made
in
the
1976
regulations,
and
cited
examples
of
difficulties
that
TALB
representatives
were
encountering in attempting to
gain access
to teachers
during the
20-minutes
before
and
after
the assigned
instructional
periods.
On
February
11, 1981,
Kreiling
notified
Guy by
letter,
that
pursuant to
her
investigation
of
TALB's
complaint,
she
was
denying the
Association's
request for
initiation
of
compliance
procedures
stating,
among
other things,
that
TALB
lacked
standing
as
a
party to
the proceeding
in
Long
Beach,
supra.
Kreiling
did note
that
TALB
was
not
foreclosed
from
filing
an
unfair practice
charge
against
the
District.
On
March
16,
1981,
the
instant
charge
was
filed.
C.
History of Collective
Bargaining Negotiations
Between
the
Parties
In the spring of
1978
the
parties
negotiated
their
first
collective
bargaining
agreement
(CBA)
which was
in
effect
for
the period
from March
13, 1978, through October 15, 1978.
This
agreement,
referred to by the
parties
as
the "mini-contract or
agreement,"
was
negotiated shortly after
TALB
was
certified
as
the
certificated unit exclusive bargaining representative.
The
intent of
this
agreement
was
to achieve
a
quick
resolution of
salary matters for the bargaining unit
and
to maintain the
status
quo
with respect to
all
other areas pending future
17
negotiations.
Evidence
of
this intent
was
placed
in Article
VI
-
Negotiation of
Successor
Contract,
section
6.20
which
stated
as
follows:
The
Association
and
the
District
further
agree
that
for the
duration
of
this
agreement,
the
District's
existing written
policies
and
regulations
on
salaries
and
fringe
benefits,
hours
of
employment,
voluntary
payroll
deductions, leaves ofabsence,
transfer,
safety
conditions of
employment,
class size,
evaluationprocedures, grievance
processing,
and
association
activities
shall
remain
in
effect
unless
a
change
is
mutually agreed
upon by
the
parties
to
this
agreement.
At
that
time
the
District
regulations
covering
employee
organization
activities
were
the
same 1976
access
regulations
which were
being
challenged before
PERB
and were
subsequently
lit1gated
in
Long
Beach
Unified
School
District,
supra.
Shortly
after
entering into
the
mini-contract,
the
parties
commenced
negotiations for
a more
comprehensive
CBA.
Those
negotiations,
which
included
impasse
and a
PERE-appointed
mediator,
lasted
from March 1978
until
May
1979.
The
resulting
contract,
which was
the second
CBA
between
the
parties,
but
their
first
comprehensive agreement,
was
in
effect
for the
period
from
May
21,
1979
to
August 31, 1981.
The above
negotiations included extensive discussions about
Association rights
and
access to
members
of the bargaining
unit.
Following the
initiation
of these bargaining sessions,
the hearing
officer's
proposed decision in
LA-CE-171 (which
provided the basis for
PERB
Decision No. 130) was
issued on
18
June
2,
1978. Thus,
while
the
parties
were
in
the
midst
of
their
negotiations,
they
were aware
of
the
fact that
the
proposed
decision
had found
parts
of the
District's
regulations
governing
employee
organization
access
to
be
unreasonable
and
therefore,
in
violation
of the
Act.
They were
also
aware
during
this
time
that
exceptions
were
filed
to
the hearing
officer's
decision
and
the case
was
pending
before the
Board
for
a
final
determination.
That
agreement
contained
several
articles
which
are
relevant
to
the
issues
now
being
raised
by
this
case.
Article
IV, which
concerned
association
rights, stated
in
pertinent part:
A.
Association
Use
of
District
Facilities:
The
Association
and
its
members may
utilize District
school
buildings
and
facilities.
2. During
operation hours, the
District
agrees
upon
24-hour advance
request
and
approval of the
site
manager
to grant the Association access
to lounges,
faculty dining
rooms,
or
other designated locations
for the
transaction
of Association businesswith employees on
non-duty time as
provided in Section
C.
. . . . . . . . . . . . . . . . . .
B.
Association
Communications
. . . . . . . . . . . . . . . . . . . .
3.
FACILITY MAILBOXES. The
District
authorizes the Association to use
19
school
and
other
District
facility
mailboxes.
Distribution
of
communications
shall
be by
employees on
non-duty time
or
by
non-site
representatives
of the Association.
c.
Association Business:
The
Associationagrees
that
its
authorized
~taff
and
building
representatives
shall
notconduct
Association business
with
employees
during
regular
working
hours.
It
is
agreed
that
non-duty
times
are
as
follows: before
and
after
the
scheduled
workday
of
each employee,
the
nutrition
break,
and
lunch
period.
In
no
event
shall
any
representative
or
unit
member
interrupt
or
interfere
in
any way
with
normal work.
Any
exceptions
must be
approved
by the
appropriate division
assistant
superintendent.
It
is
further
agreed
that
this
section
of the
contract
shall
be amended
to
conform
to
the
Public
Employment
Relations Board's
final
decision
on
this
matter.
The
last
sentence in
Article
IV,
paragraph
C,
above
memorializes the
parties'
acknowledgment
that
the challenges to
the
Distrist's
access
regulations regarding
this
matter
were
before the
PERB. The
language
of
this
provision expresses
their intent to
make
changes
in
this section in
accord with the
Board's
final
determination
on
this
matter.
Article
V
of
that
CBA
covers days
and
hours
of
employment
for
unit
members.
Article
V,
section
A,
contains specific
provisions regarding the
workday
as
set forth
below:
A. Workday
1.
It
is
agreed
that
the professional dutiesof employees
require both
on-site
and
off-site
hours of work,
that the varying
nature of such professional duties
may
not lend
itself to
a
total
maximum
dailywork time of definite or uniform length,
20
and
that
such
duties
are
normally
expected
to
involve
no
fewer
than
eight
(8)
hours
of
total effort
each
workday
for
both classroom
and
non-classroom
employees.
2.
The
regular
school
day
for
elementary
school
teachers
is
as follows: In the
elementary schools
teachers
shall
report
for duty not
later
than
twenty
(20)
minutes
before
the opening
of
class.
They
shall
remain twenty
(20)
minutes
after
the
close of
their
last
assigned
period of the
day
(except
on Wednesdays
or
Fridays--as
agreed
upon by
each
school
faculty),
unless
excused
earlier
orrequested
to
remain
by
the
principal.
On
Wednesday
or Fridays teachers
may
leave
the
building
immediately
upon
the
closeof the
regular
school
day
for
pupils,
except
that
if district
meetings
are
scheduled
on
the
early
day, another
daymay be
designated.
Teachers
of
kindergarten
and
the
first
three
grades
remain
on
duty as long as
teachers of the
fourth
through
sixth
grades, unless
excused
earlier
by
the
principal.
Teachers assigned
to
elementary school
libraries
work a
seven-hour day.
3.
Junior
and
senior
high school
teachers
shall
report
for duty
at least
twenty
(20)
minutes before the opening
of the
first
assigned
class,
conference
period,or
homeroom and
shall
check
their
mailboxes
daily
before
their
first
assignments. Teachers remain
at least
twenty
(20)
minutes
after
the
close ofthe
last
assigned
class
or conference
period, except
on Wednesdays when
they
may
leave the building
immediately
upon
the close of the
last
assigned
class
or
conference period, unless assigned to
an
after-school duty.
If District
meetings
are scheduled
on Wednesdays, another day,
preferably Friday,
may be
designated as
the early leaving day.
21
4. The on-site workday for other unit
members including nurses, secondary
school librarians, and program
facilitators shall be eight (8) hours per
day, exclusive of lunch. Occasional
modifications of the on-site work hours
may be requested by the employee and
approved by the site manager so as to
accommodate job responsibilities that
must be done outside of normal working
hours. Driving time between district
sites shall be included as part of the
normal working day, ex.elusive of the
duty-free lunch period.
5. Modification in the students' schedule
such as "minimum days" shall have no
effect on the unit member's workday as
described above, except for
Back-to-School Night in the fall and Open
House during one night of Public Schools
Week in the spring. Additional
exceptions may be approved by the
appropriate divisional assistant
superintendent.
6. It is recognized that in carrying out job
responsibilities, ~ach employee shall
perform many duties and adjunct
responsibilities which occur outside of
the scheduled minimum on-site duty day.
Such duties may involve activities such
as supervision of pupils, sponsorship of
student activities, and participation in
school, districtwide, and
parent-community committees. Managers
shall seek volunteers for such duties and
adjunct responsibilities. However, in
the absence of volunteers, the managers
may assign unit members to meet the needs
of the school situation. The maximum
expectancy for any secondary school
teacher is eighty (80) minutes per week
for such duties and adjunct
responsibilities, exclusive of
faculty/department meetings. Because
school activities are not equally
distributed throughout the year, the
teacher's duties and adjunct
22
responsibilities may exceed eighty (80)
minutes during some weeks and be less in
others. The maximum expectancy shall be
twenty-four (24) hours in an eighteen
(18) week period.
7. All unit members shall be entitled to
the statutory minimum duty-free lunch
period thirty (30) minutes. Normally,
teachers can expect to have the same
length of lunch period as students
except that the site manager may assign
employees to supervisory duties during
the passing periods and/or to meet the
occasional needs of the school lunch
period situation.
8. The scheduled preparation period at the
secondary level is defined as paid
working time for the specific purposes
of preparing materials, conferring with
students, parents and administrators,
and other duties subject to assignment
by the principal. It may also, if
deemed necessary by the immediate site
manager, be used for providing
replacement services (class coverage)
for a temporarily absent unit member.
Replacement service may be required when
another teacher is absent, no substitute
teacher is immediately available, and,
in the judgment of the administrator, no
other certificated employee is
available. The site manager shall make
a reasonable effort to distribute these
occasional replacement assignments
equitably.
9. In the elementary school, limited
preparation time may be arranged at
individual school sites through staffing
patterns that a) are educationally
justifiable; b) do not reduce total
instruction time for students; c) are
developed jointly by the teaching staff
and the site manager, and d) are
approved by the Assistant
Superintendent, Elementary Division.
23
10.
Employees
who
request
a
part-time
assignment
shall
have
a minimum
on-siteresponsibility
exclusive of
any
duty-free
lunch
period
proportionate to
their
contract
assignment. Elementary
part-time
teachers
who
teach
half
of the
normal
instructional
time
shall
have
a
workday
that is
one-half
the
workday
of
a
full-time teacher.
Secondary
part-time
teachers
who
are assigned
to
three
(3)
instructional
periods
shall
have
a workday
that
is
one-half
the
workday
of
a
full-time
teacher; other
workdays
shall
be
based
upon
the
principle that
exclusive of
the lunch
period, six
(6)
periods plus required
time
before
and
after
classes constitute
a
full-time
assignment
..
Teachers
who
work
less
than
full-time
shall
not
be
scheduled for
a
preparation
period
as
part
of
the
workday. Employees
who
work
half-time
or
less shall
be exempt from
all
extra-duty
responsibilities
except
for faculty
meetings
which
arecontiguous with the employee's
workday
and
annual
PTA-open
house
activities.
11.
The
provisions of
this
section
shall
not
apply
to teachers in the
Outdoor
Education
program.
Article
XIV
of the
agreement
contains the grievance
procedure. Section
A,
paragraph 1, defines
a
grievance as:
A
claim
by a
grievant that
he/she
has been
adversely affected
by an
interpretation,application, or violation
of the
specificprovisions of
this
Agreement.
Informally,
a
grievance
may be
presented verbally;formally,
it
shall
be
presented in writing.
The
grievance procedure includes
an
informal
level
which
enables
a
grievant, before
filing
a
formal
written grievance,
to attempt resolution
through informal conference with the
site
24
manager. The formal level of the procedure consists of four
steps. The procedure also makes provisions for the grievant to
be granted release time to process the grievance.11
In the spring of 1980 the parties commenced reopener
negotiations on certain items of the 1979-81 CBA. Those
negotiations extended into the fall of 1980, culminating in a
ratified agreement in November 1980.
This amendment to the CBA extended the contract term to
June 30, 1982. All provisions of 1979-81 CBA set forth above,
remained unchanged in the extended contract.
During the 1980 contractual negotiations, the parties again
went to impasse and had a PERE-appointed mediator assist
llArticle XIV, section G, paragraph 4, states:
RELEASED TIME. a) An employee with a grievance
shall be granted reasonable released time to process
the grievance; b) the Association may, upon request of
the grievant, have released time for an authorized
representative to participate in a grievance
conference; c) the Association shall designate in
writing to the Employee Relations Office the names of
unit members who are authorized as grievance
representatives prior to the District's approval of
released time; d) except for the informal conference,
an employee must request approval from the site
manager at least twenty-four (24) hours prior to being
released from duties to participate as a grievant or
representative in a grievance conference; e) released
time shall be limited to one Association
representative per grievance conference; f) released
time for processing grievances at the site level shall
be at times that do not disrupt direct service to
students.
25
them.
While
these
negotiations
were
underway,
the
Board
issued
its
decision
in
Long
Beach
Unified
School
District,
supra
on
May
28,
1980.
As was
stated
above,
sometime
in
July
or
August
of
1980
Ms. Guy
contacted
Mr. Marmion
about
their
having
a
meeting
to
discuss
the
decision
as
provided
for
by
Article
IV,
section
C,
of
the
CBA.
However,
the
parties
did
not
actually
meet
until
after
the
District
had
completed
revision
of the
1976
regulations
and
reissued
them
effective
September
15, 1980.
Association
access
was
not
one
of
the
subjects
of the
1980
negotiations.
Ms. Guy
testified
that
TALB
did not place
the
item on
the
table
because
it
was
not
one
of
the
items
which
was
subject to
the reopener.
Ms. Guy was TALB's
chief negotiator
for
all
three
CBA's
negotiated
by
the
parties at
the
time
of the hearing.
Marmion
was
the
District's
chief negotiator
until
October
1,
1980,
when
Collins replaced
him. However,
Collins
was
present during the
course of negotiations for
all
three
agreements as Marmion's
assistant until
his
appointment as
employee
relations
coordinator.
D.
Teachers
Use
of
Time
During 20-Minute
Periods
and
Conference/Preparation Periods
Since
at least
1943
the
District
has maintained the
practice of requiring teachers to report to duty
at least
20
minutes prior to the beginning of the
first
assigned
class,
26
conference period, or homeroom and remain on duty at least
20 minutes after the close of the last assigned class or
conference period of the day (except on Wednesdays or Fridays).
Traditionally, Wednesdays and Fridays are known as the "early
leaving days." On either of those days, as agreed upon by each
school faculty, the teachers may leave at the close of the last
assigned class or conference period, unless given-an after
school assignment.
The District relies on State Department of Education
regulations as the source of its authority for requiring
teachers to be on duty for the two 20-minute periods each
aav.12
Since the mid-1940's, the District has also maintained the
practice of designating one non-teaching period per day as a
conference or preparation period for secondary level teachers.
The conference/preparation period, commonly referred to as
the "conference period," is time during the instructional day
12Title 5, Calif. Admin. Code, section 5570 states:
Unless otherwise provided by rule of the
governing board of the school district,
teachers are required to be present at their
respective rooms, and to open them for
admission of the pupils, not less than 30
minutes before the time prescribed for
commencing school.
All teachers shall observe punctually the
hours fixed by regulation of the governing
board of the school district for opening and
closing school.
27
to be used for class preparation and other classroom-related
responsibilities, consultation with parents or other school
personnel, school business meetings, and specific supervisory
duties as assigned by the principal or site manager.
For example, a teacher may be assigned to provide replacement
services (class coverage) for a temporarily absent teacher
where no substitute teacher is immediately available.
Faculty at some of the elementary schools have agreed to
work extra minutes during the regular instructional period
during the week in order to have a block of non-classroom time
set aside once each week for preparation time. The extent to
which elementary schools throughout the District have scheduled
weekly preparation periods is unknown. However, at least two
witnesses employed at different elementary school sites
testified that they have such time set aside in their programs.
In 1978 when the parties negotiated the first CBA, the
District had a set of regulations entitled "Regulations of the
Board of Education" which contained among other things,
specific provisions regarding the workday of certificated
personnel. Those provisions required all classroom teachers to
report to duty at least 20 minutes before their first
assignment. A copy of these regulations is issued to every
teacher at the beginning of the person's employment with the
District.
28
In
1981
the
above-mentioned
regulations
were
revised.
The
revision
contained
no
reference
to
the
workday
or
hours
of
teachers,
but did include
a
detailed
listing
of
teachers'
duties.
Article
V,
section
A,
paragraphs
2 and 313
of
the
current
CBA
refer
to
the
20-minute
periods as "duty
time."
However,
these provisions contain
no
listing
of
specific
duties
or
assignments
to
be
performed
during
this
time
at
the elementary
level.
At
the
secondary
level,
the
contract
specifically
requires junior
high
and
senior
high school teachers to
check
their
mailboxes
daily
before
their
first
assignment.
Both
parties
presented
a number
of witnesses
who
testified
about
their
normal
activities
during the
two
20-minute
periods.
The
evidence
is
uncontradicted
that,
as
a
general
rule,
teachers
at
both
the elementary
and
secondary
level
engage
in
some
type of
professional preparation in the time
both
before
and
after
the
instructional
day.
However,
the
actual
use
of these
20-minute duty times,
varies
with the
individual teacher according to his/her particular
school
site
and
the grade
level taught.
In the
mornings many
teachers arrive
on
the
campus
as
much
as 30-45 minutes
prior to the beginning of the 20-minute period
in order to
complete
specific preparation
activities
which they
deem
to
be
important.
13see
full text, supra at p. 21.
29
The activities performed are generally left to the discretion
of the individual teacher. Examples of these activities
include opening and preparing the classroom for the arrival of
the students, checking on equipment or supplies to be used
during classroom instruction, duplicating written materials,
writing assignments on the classroom blackboards, consulting
with the school nurse or other support personnel, and
distributing materials on the pupils' desk. If assigned by the
principal, some teachers at the secondary level must supervise
the halls during the students' passing period just prior to the
beginning of the first period. At the elementary school level,
the teachers are assigned 15-minute yard duty in the mornings
on a rotating basis, the frequency of which depends on the
number of teachers at a particular site. Once a month, staff
meetings are held, usually in the morning prior to the
beginning of the 20-minute period, and may extend into part of
the 20-minute duty time. Faculty committee meetings are
generally held in the afternoon, starting at the beginning of
the 20-minute period. Teacher participation in faculty
committees is usually voluntary.
At each school site there is an area which is designated as
the teachers' lounge. This lounge is utilized by the teachers
for rest and relaxation and, in some instances, for lunch
breaks. The actual size and number of lounges per school site
and type of equipment kept in these areas varies considerably
30
throughout the District. In some schools, aside from the
furniture, magazines, etc., for the teachers to utilize during
their break time, the lounges contain equipment such as
duplicating machines which the teachers use for class work.
Occasionally, some lounges are used as a work area by a teacher
during the conference/preparation period if that person's
classroom is in use during this time. The classroom teachers
do not have private offices. Aside from the faculty dining
rooms, the lounges are generally the only other areas on the
campus where teachers may smoke and have coffee or other
refreshments.
Testimony presented by various witnesses for both sides
exemplified how teachers' activities during a "typical day"
vary. For example at the elementary level, Violet Moody, a
third grade teacher at Jane Addams School and a witness for the
District, is involved in "team teaching" with five other
teachers for the reading classes at her school site. This
program requires a great deal of coordination between the
teaching staff and their assistants. This school also has
several specially-funded state and federal programs because of
the very diverse student population. Thus most of her time
during the 20-minute periods is taken up by the consultation
and record-keeping activities required for these programs. At
her school the teachers do not have a weekly preparation
period. Their early-leaving day is Wednesday. Occasionally,
31
faculty
meetings
have
been
scheduled
on
the
early-leaving
day
and
the
time
consumed by
these
meetings
is
not given
back
to
the
teachers.
Similarly,
Loretta Foster,
a
bilingual
kindergarten teacher
at
John
Muir
School
and a
witness
for
TALE,
spends
approximately
95
percent of
her non-classroom duty
time
doing
class
preparation
work.
At
her
school,
the
kindergarten
teachers
do have
a
preparation
period of
approximately
70
minutes
in the afternoon
which
they
utilize
preparing
lessons
for
the next
day's
classes.
Because
the lessons
must
be
prepared in
two
languages,
a
great
deal of
time
is
required to
accomplish
this
task.
Three
of the witnesses presented
by
the
parties
were
department heads.
As
defined
by
the
District's
job
descriptions,
department heads
have
extra duties
for
which
they
receive extra
compensation. Jo
Ann
Powell,
a
TALB
witness,
had
a
special
assignment as the
yearbook
advisor
at
Jordan
High
School.
The
evidence presented
by
all
these witnesses
indicates that
each
of
them
spends time during both 20-minute
periods
and
their
conference periods attending to
many
of the
extra duties required of department heads or teachers with
special
assignments. In addition,
on a
regular basis, these
individuals
must have meetings with the school
principals
and
their respective departmental
staff,
or the students involved
in projects
such as the yearbook. These meetings are in
32.
addition
to
the
regular
monthly
site staff
and
committee
meetings
referred
to
above.
The
use
of the
20-minute
periods
after
the
last
assigned
instructional
period
also varies
somewhat.
Some
teachers
use
this
time
to
meet
with
students
who
have
special
instructional
needs,
do
their
blackboard
work
for the next
day's
class,
go
to
the mailbox,
go
to
the
teachers'
lounge
and
relax
and
converse
with
other teachers, attend
committee
meetings,
meet
with
parents,
and
secure the classrooms or
remove
their materials
from
the
classrooms
if
the classroom
is
to
be
used
for
other
activities at
the
end
of
the
regular
day.
At
the
junior
high
level,
some
six
or
seven
schools
have
a
daily after
school
tardy/detention
program
for pupils
which
lasts
for
10-15
minutes
of the
20-minute
period.
The
teachers assigned
to
conduct the
detention
must remain
in the classroom
to supervise
the
detainees.
The
frequency
of
this
assignment depends on
the
number
of pupils
who
must be
detained.
If
a
teacher
elects to
take unauthorized leave
from
the
campus
during the 20-minute
period, the
District practice
has
been
to
charge
that individual with leave
time
pursuant to the
leave provisions of the
CBA.
The
scheduled conference/preparation period
is
defined
by
Article
V,
section
A,
paragraphs
8 and 9
of the
CBA14
as paid
working time for bargaining unit
members.
14see full text of provisions, supra at p. 23.
33
The
use
of
the conference
periods
varies
according
to
the
needs
of
a
particular
teacher.
But
generally,
it
was
acknowledged
by
all
witnesses
that
this
time
is
considered
to
be
working time
to
be
used
for
such
activities
as paperwork,
conferencing
with
pupils
or
parents,
conferencing
with
resource
personnel,
going
to
the
library,
ordering of
supplies,
checking
on
equipment,
etc.
These
are
all
activities
related
to the
instructional
programs.
The
time
is
also
used
for
such
assigned
duties
as replacement
services,
as mentioned
above,
attendance
at
faculty
meetings
and
participation
in conferences
related
to grievance
processing.
Release
time
is available
to
a
teacher
for
this activity
in
accord with
provisions of the
CBA.15
Those
teachers,
who do
not
use
the conference period for
purposes described
above
or take unauthorized leave
from
the
campus
during
this
time,
have been
disciplined
by
their
prfncipals
and/or charged with leave
time as provided for
by
the
CBA.
E. The
District's
Policy
Regarding
Use
of
its Facilities
The use
of
District facilities
for meetings, other than
classroom teaching,
is
commonplace. For example,
various
extracurricular activities
occur before
and
after
school, such
as
student club meetings, special projects, the yearbook and
tutoring.
Also the academic departments, at
a
school
site
have
15See
full text of this provision, §Upra
at p. 25.
34
various meetings throughout the year which require the use of
rooms other than for classroom instruction.
Pursuant to the Civic Center Act (California Education Code
sections 40046-40058) the District is required to make its
facilities available for use by community and civic groups. In
furtherance of this obligation the District has established
various policies regarding the allocation of its facilities for
civic activities. These policies require that groups desiring
to use District facilities must submit applications for permits
at least two weeks prior to the date of the event for which the
District site is to be required.
Under the Civic Center Act organizations such as the Girl
Scouts, Boy Scouts, the Parent-Teachers Association and other
service and community-oriented groups use the District's
facilities for their meetings and activities.
Additionally, the District has an adult school population
of 3,000 students who use District sites for evening school
classes.
Article IV of the CBA contains provisions regarding the
Association's use of District facilities. Section A, paragraph
216 of that Article provides for 24-hour advance request by
the Association for access to lounges, faculty dining rooms or
designated locations for the transaction of Association
16see full text of this provision, supra at p. 19.
35
business.
The
District's
access
regulations
set
forth
above,
also require
one-day
advance
arrangement
where a
large
group
meeting
is
to
be
held.17
In
practice
the
District
only
requires
TALB
to
submit
the
advance
request
when
there
is
a
large
group
meeting,
whether formal
or informal. Informal
meetings
or
visitations
by
TALB
with
small
groups
of
employees
do
not require
a
24-hour
advance
room
request
for access
to
the
lounges,
etc.
F.
TALB's
Visitations
to
School
Sites
The
TALB
schedule
of
school
site
visitations is
developed
by
its
office
personnel
each
school year
at
the beginning
of
the
fall
and
the spring semesters. This schedule
is
sent
to
the
District's
employee
relations office
and
to
each
TALB
school
site
faculty representative at
the beginning of the
semester.
Approximately
1
1/2
weeks
prior
to
the scheduled
visit,
the
TALB
office
sends
a
reminder
to
the
site
faculty
representative in order
that
room
arrangements,
if
needed, can
be made.
Room
arrangements are
made
with the
site
manager.
That
notice is
also
posted
to
let
the teachers
at
a
facility
know
that
a
visit is
scheduled.
During the
fall
semesters of the 1980-81 and 1982-83
school
years, the
TALB
visitation
schedules
were
set
up on a
rotation
basis.
During the 1980-81 school year, the
visitations
were
17see
full text of this provision, supra at p. 14.
36
conducted
by
Guy,
Welborn and Goddard,
who
was
then
the
TALB
president
and on
leave of
absence.
The
visitations at
the
elementary schools
were
scheduled
for
mornings,
usually
beginning
at
7:30 a.m.
Visitations
at
the secondary
schools
were
scheduled during
lunch
time.
Room
arrangements
for
the
meetings
are generally
left
up
to
the
site
representative,
depending
on
the
type
of
meeting
planned,
i.e.,
a
formal
structured
meeting
or
an
informal
visitation.
Occasionally,
the meeting times
are
modified
if
the
faculty, at
a
particular
site,
prefer
a
time
other
than
that
scheduled
by
the
Association.
TALB
representatives also
have
meetings with
individual
teachers
which,
on
occasion,
have been
held during the
scheduled conference periods in the
teacher's
classroom or the
faculty
lounge.
Welborn
testified
that at
times
he
has
met
with
teachers regarding grievance matters during
their
conference periods without obtaining authorization
from
the
site
principal.
He
viewed
the
investigation
of possible
grievances as
part
of the grievance process permitted
by
the
CEA.
Upon
arrival at
a
local
school
site,
the general
practice
of
TALB
representatives is
to
go
to the
principal's office
and
sign in
on
the log for
employee
organization
visits.
However,
both
Guy and Welborn
admitted that they have
visited individual
37
teachers
at
a
site
without
first
signing
in
at
the
principal's
office.
Guy
testified
that
if
the
meeting
was
related
to
a
possible
grievance
matter,
she
considered the
meeting
to
be
"confidential"
and
therefore,
it
was
not
entirely
necessary
to
sign
in.
She
further
testified
that
generally
when
she
has
visited
individual teachers
without
first
going
to
the
principal's
office
to sign
in,
the
visitations
were
to
drop
off
TALB
materials
such
as
membership
applications,
etc.
During
the
1980-81
school
year,
a
very high
percentage
of
the
morning
visitations
which
~ere scheduled
to
begin
at
7:30 a.m. extended
into
the
20-minute
period
by
as
much
as the
entire
20
minutes.
The
use
of the
entire
period during
a
visit
has
occurred
when
discussion
ensued between one
or
two
individual teachers
and
the
TALB
representative.
TALB
representatives
testified
that
it
had been
their
observation
that
when a
teacher
had a
specific
assignment
or
a
duty
during
the 20-minute
period, that
person simply
left
at
the
appropriate
time
during the
visitation.
Visitations at
the secondary schools during the lunch
periods
(where
the schools
have two
lunch periods)
had
at
times
extended
past the lunch period
and
into
the conference period
if that
period occurred
immmediately
after
the duty-free lunch
period.
During the 1980-81 school year, the majority of the
TALB
38
visitations or meetings occurred either in the faculty lounges
or the teachers' dining rooms.
During their testimony both Guy and Goddard admitted that
TALB could schedule more afternoon meetings, especially on the
early leaving days. However, as a general practice, the
Association had not done so because of a fear of conflict with
District business meetings. Also many teachers had personal
matters which they preferred to take care of, particularly, on
Friday afternoons when that day was the early leaving day.
These factors made late afternoon meeting times less
desirable.
The District has a policy which prohibits school district
business meetings on the early-leaving days unless the meetings
have been approved by the District administration or consented
to by the teachers at the facility. If the early-leaving day
is used for a school business meeting, the teachers are to
receive another day as an early-leaving day. Goddard testified
that he believes the District pretty much adheres to this
policy~ -- ---
No evidence was presented that a TALB meeting which was
scheduled for an afternoon following the 20-minute period had
ever been preempted by a District business meeting scheduled at
the same time.
39
G. The District's Application of its Revised Access
Regulations to TALB's On-Campus Activities
In the fall of 1980 the District began to actively enforce
its amended access regulations to various TALB on-campus
activities. In conjunction with the reissuance of these rules,
the District administration conducted in-service meetings with
its site managers, reviewing with them the administration's
interpretation of the regulations and related contract
provisions. A few instances where enforcement of the
regulations occurred showed inconsistencies in the way they
were interpreted at the school site level.
The first example concerns an encounter between Judith
Powell, a TALB faculty representative at Jordan High School and
former TALB president, and the Jordan principal,
Joseph L. McCleary. This encounter ocicurred entirely through
the exchange of a series of memos over a two-day period. On
October 8, 1980, Powell distributed a memo to the Jordan
faculty announcing that a site meeting would be held on
October 9 at 3:05 p.m. in room 855 (which was her regular
classroom) to give an update on the status of bargaining
between TALB and the District. On that same date, McCleary
sent Powell a memo in response to her memo indicating that, if
carried out, the meeting scheduled for October 9 "would be a
violation of the contract and District regulations." He stated
that a site meeting at 3:05 p.m. would include "duty time" for
40
nearly
all
teachers,
nurses
and
librarians
at
Jordan
and
that
their participation
in
a
meeting
during duty
time
would
be
a
contract violation.
His
memo
cited Article
V,
section
A,
paragraph 3,
of
the
CBA
as
support for
this
statement.
McCleary
also
stated that
the
use
of
school
facilities
for
a
formal meeting
required
advance
approval
by
the
principal;
and
as
of
the
time
of
his
memo, no
such
request
had
been
submitted.
The
next
morning
at
7:15 a.m. Powell responded
to
McCleary's
memo
with another
memo
which
included
a
request for
use
of
her classroom
and
indicated
that
the
meeting
would
still
be
held
at
3:05
p.m. Powell
stated that
in
her opinion
the
District's
regulations prohibiting
meetings during the
20-minute
periods
was
not in
compliance with
PERB
Decision
No.
130.
Later in the
day,
McCleary
sent
Powell another
memo
granting
her
request for the
use
of
her classroom for the
site
meeting
and
indicating that
the time
of the
meeting
was
to
be
no
earlier
than 3:20 p.m.
He
concluded
his
memo
with
the
following admonition:
I
encourage
you
not to
mislead
teachers into
a
violation
of
their contract
and
Districtregulations
which have been
revised
specifically
in response to
a
recent
PERB
Decision
and
posted as required as well as
furnished to
employee
associations.
Later that
same day (October
9),
Powell
distributed
another
memo
to the Jordan faculty stating that
because of the
41
disagreement that had arisen regarding the time set for the
meeting, TALB intended to file a grievance or an unfair
practice charge against the District.
At the hearing Powell admitted that she knew that she was
supposed to request a room a day in advance of the meeting.
Although she did not agree with the rule she actually forgot
about submitting the request before scheduling the meeting for
October 9 because she had never requested the use of her own
room before.
In late October 1980 another incident involved Guy and
Martha Dauway, principal of Stevenson Elementary School. The
facts surrounding this incident are in dispute. Guy testified
that there was a rather heated verbal exchange between her and
Dauway over Dauway's denial to her of access to the teachers'
lounge. The reason Dauway gave for her action was that there
had been no 24-hour advance request made for the use of the
room. Dauway's version of the.incident cited Guy's failure to
sign in at the Dauway's office prior to her visitation on
campus in the early morning. Dauway testified that Guy
complained to her that when she (Guy) went to the teachers'
lounge, no one was there. The only documentary evidence
presented about this incident was the log of visits of employee
association representatives which showed that Guy was present
on the campus on October 21, 1980. Her arrival time was
42
7:55 a.m. and departure was shown as 8:30 a.m.18
Later that same morning Guy related the incident to Collins
when she stopped by the District administrative headquarters.
By the time she arrived, Dauway had already called Collins and
reported the matter to him.
Starting in the fall of 1980, Guy testified that she
received reminders from principals and from site faculty
representatives that the morning visitations and meetings were
to be confined to the period of time preceding the beginning of
the 20-minute preparation periods.
At three elementary school meetings that Guy conducted
during the 1980-81 school year, she was not permitted to hold
these meetings in the faculty lounges. Instead she was
directed to designated classrooms. During the fall of 1980 a
meeting was held at Muir Elementary School. In this instance,
the teachers wanted an afternoon meeting which was to be held
in a classroom. However, the school principal required the
meeting to be conducted in the teachers' lounge because the
principal considered the classroom a "designated working
area."
18This administrative law judge makes no finding about
which witnesses' version of the incident is accurate. In this
instance a credibility resolution is not necessary in order to
reach a conclusion about whether an incident actually occurred
related to the District's attempts to enforce its disputed
regulations.
43
In the fall of 1981 Guy had a discussion with the principal
of Fremont Elementary School regarding a morning meeting that
extended into the 20-minute preparation period. While that
meeting was in progress, the principal appeared and asked to
speak with both Guy and the faculty representative as soon as
the meeting was concluded. A discussion ensued at which time
both Guy and the representative were reminded that such
meetings extending into the 20-minute period were impermissible.
In September 1982 Guy received a letter from Collins
regarding the TALB fall visitation schedule for secondary
schools. He advised her that the scheduled meetings should not
extend into the five minute passing period between lunch
periods when teachers were required to supervise the movements
of students in hallways.
During this same period of time, Guy met with a teacher at
Stevens Junior High School during that teacher's conference
period. The meeting lasted the entire conference period. Guy
signed in at the principal's office, but she did not state with
whom she was meeting nor the exact purpose of the meeting.
This was an instance where Guy considered the meeting to be of
a "confidential" nature thus it was not necessary for the
District to know all the details of her meeting.
In October 1980 Goddard was involved in an incident at
Barton Elementary School. Goddard attempted to conduct a
44
morning
meeting
in the
teachers'
lounge.
However,
the
principal
objected
because she
had
not
been
informed
about
the
meeting
by
the
site
representative.
In
that
instance
Goddard
was
not permitted
to
finish
the
meeting
in
the
teachers'
lounge.
Instead
he,
and
those
present,
were
required to
continue
the
meeting
in the
site
representative's
classroom.
Goddard
said
that
TALB
and
the
teachers
disliked this
change
because the
lounge
is
a more
relaxing
location
for
meetings
and
is
physically
more
comfortable than
the classrooms
which
are
equipped with desks
and
chairs
to
fit
young
children
rather
than
adults.
On
occasion during
his other
visitations
during the
1980-81
school year,
Goddard and
the
teachers
were
required to
meet
in
the school
library
instead of the
teachers' dining
room
or
the
lounges.
Goddard
feels that
these
variations
in
meeting
places
adversely affected
the attendance since
the
locations
were,
at
times,
more removed from where
the teachers liked to gather
and
were accustomed
to
meeting. Thus, fewer
teachers attended the
meetings.
No
evidence
was
presented about whether such
meetings
were
formal
or informal or whether they occurred
during the 20-minute
periods or
at other times.
Another
incident involved
Goddard and
the assignment
of
a
meeting
room
at
Stevens Junior
High
during the 1981-82
school
year. In that instance,
Goddard had an
encounter with the
45
principal
who
refused to
permit
Goddard
the
use
of
the
teachers'
lounge because
the
faculty
site
representative
had
failed
to
make a
24-hour advance
request
for the
use
of
the
room.
In April
1981
Welborn
was
involved
in
an
incident
at
Kettering
Elementary School.
He
scheduled
a
meeting
with
Donna
Gannon,
a
kindergarten teacher.
This
meeting
was
held
during
the
instructional
day
to prepare
a
response
to
an
evaluation
that
Gannon had
received
and
to
explore the
possibility
of
her
filing
a
grievance.
Welborn's meeting
prompted an
exchange
of
letters
between
TALB
and
the
District
regarding
meetings with
employees
during "non-class
duty
time
during the
workday."
In
this
instance,
Gannon had
not
made a
request
for
release
time
for
the
meeting. Following
the
District's letter
to
TALB,
this
matter
was
satisfactorily
resolved
between
the
parties.
H.
Availability
of Appropriate
District Facilities
The
evidence
shows
that
throughout the
District
there
is
a
great
demand
for the
use
of the classrooms
and
other
facilities
for
instructional
purposes during the regular
school day.
Because
of
overcrowding
at
many
of the elementary schools,
it
is
necessary for
a
sizeable
number
of pupils to
be
bussed
daily
to other
sites
which have
classrooms
available to
accommodate
the overflow.
The
District also
has a
large voluntary bussing
program which
involves the
movement
of
many
students in
and
out
46
of
facilities
each
day.
The
after
school
use
of
District
classrooms
and
facilities
by
student
and community
groups
varies
at
each
school
site
depending
on
the enrollment
and
the
number
of
extracurricular
after
school
activities
scheduled.
At
approximately
half
of
the
junior
high
schools,
there
is
also
the
tardy/detention
program.
These
students are
retained
for
10
to
15
minutes
after
the
instructional
day
in the
classroom
where
they
have
the seventh period
by
the
seventh
period teacher.
This
program,
where
in
effect,
causes
the
use
of
a number
of
classrooms
on a
four
day
a week
basis.
Wayne
Piercy,
the
principal
of Franklin Junior
High
School,
testified
that
on
any
given
day
approximately
32
of the
39
teachers
at
Franklin
are
involved
in the
detention of
1
to
2
pupils per
day.
ISSUES
1.
Whether
the
Association's challenges to the
District's
access regulations raised
in
its
particularization
to the
charge are time-barred
by
the provisions of
section
3541.5
(a)
(l)?
2.
Whether,
either
by
adoption or
application, certain
of
the
District's
revised
employee
organization access
regulations
are "unreasonable" within the
meaning
of section 3543.l{b)
and
thereby constitute
a
violation of section
3543.S(a)
and
(b)?
47
3. Whether, through specific provisions of the CBA of the
parties, the.Association has waived its right to object to the
application of those access restrictions which it now
challenges?
CONCLUSIONS OF LAW
Initially, it is noted that not all provisions of the
revised access regulations are being challenged. Specifically
at issue, are those parts of the rules that: (1) prohibit
association and personal business during the 20-minute periods
before and after the instructional day or the assigned
conference/preparation periods and, (2) give the District the
right to specify the on-campus meeting locations for
Association business and require at least a 24-hour advance
request for room use for Association meetings.
As noted above, the regulations presently being challenged
in this case were previously litigated before the PERB in a
pre-amended form and resulted in an earlier decision, namely,
Long Beach Unified School District, supra. Although this case
at first glance may appear to be simply a relitigation of that
case, it does present important factual and legal differences
which distinguish it from the earlier case.
In the earlier case the charging party was a non-exclusive
representative which was engaged in a very competitive
organizing effort of both certificated and classified District
48
employees.
No
exclusive
representative
had
been
selected
and
there
was no
collective
bargaining
agreement
in existence
at
that
time.
In the
present
case
the
Charging
Party
is
an
exclusive representative
and
at
the
time
of
the hearing
the
parties
had
negotiated three
collective
bargaining
agreements,
two
of
which-contained
provisions addressing the
areas of the
revised regulations
now
being
contested.
Because
of these
factors, this
case
presents
an
issue
not
previously
addressed
by
PERB
in
its
growing
body
of
case
law
interpreting
employee
organization
access
rights
under
either
the
EERA,
or the
Higher
Education
Employer-Employee
Relations
Act,
(hereafter
HEERA)
.19
A.
Timeliness of Allegations
Included in the
Particularization
of the
Charge
The
threshold issue of
this
case
is
the
District's
objection to
the
allegations raised
by
the Association in
its
Response
to
the
Motion
for
Particularization
of the charge.
The
District
contends
that
TALB
expanded
the
scope
of the
charge
by
adding
sections of the
regulations to
its
charge
in
the
particularization.
This
objection, raised
as an
affirmative defense, argues
that
the
additional sections are
19The
HEERA
is
another labor relations act administered
by
the
PERB. The language of this statute,
which
provides for
express
employee
organization access
rights, is virtually
identical to the language of section 3543.l(b) of the
EERA.
49
time-barred by the statute of limitations provision in
section 3541.S(a) (1) .20 The District's basis for its
objection is that the original charge filed on March 16, 1981,
raised objections to section I, paragraph A, section II,
paragraphs A and c, and section III of the revised
regulations. In its particularization to the charge TALB added
objections to sections II, paragraph B, section V, paragraph C,
subparts 1 and 2$ The District argues that since the
regulations were issued on September 15, 1980, and the original
charge was filed March 16, 1981, the Response to the Motion to
Particularization, which was filed on April 27, 1981, was filed
seven months after the occurrence of the act complained of.
Consequently,
~
the additional allegations in the
particularization are untimely under the statutory limitations
provision of 3541.5 (a) (1).
The fundamental purpose of a statute of limitations is to
promote justice by preventing surprise and prejudice to a party
20section 3541.5 (a} (1) states, in relevant part:
(a) Any employee, employee organization, or
employer shall have the right to file an
unfair practice charge, except that the
board shall not do either of the following:
(1) issue a complaint in respect of any
charge based upon an alleged unfair practice
occurring more than six months prior to the
filing of the charge; . . .
50
from
having
to
defend
against
stale
claims
which "have
been
allowed
to
slumber
until
evidence
has been
lost,
memories have
faded
and
witnesses
have
disappeared."
Order
of
Railroad
Telegraphers
v.
Railway
Express
Agency (1944) 321
U.S.
342 [14
LRRM
506].
A
statute
of
limitations
helps to assure
that
the
defendant
receives
timely
notice
which
enables
him/her
to
assemble
a
defense
while the
facts
are
still
fresh.
Elkins
v.
Derby (1974) 12
Cal.3d
410.
TALB
presents
two
theories
of defense
to the
untimeliness
claim.
First,
it
maintains
that
the
District's
conduct
with
regard
to
the promulgation
and
implementation
of
the
regulations constitutes
a
"continuing
violation"
because
the
rules
remained
in
effect
and were
applied
up
to
the
day
that
the
original
charge
was
filed.
In support of
this
theory,
TALB
relies
on
the Board's decision in Carlsbad Unified School
District
(1/30/79)
PERB
Decision
No.
89,
where
PERB
applied the
notion of "continuing violation" in construing the
statute
of
limitations
provision_ contained in section
3541.S(a)
(1).
In Carlsbad, supra, the
District
had announced
its
decision
to transfer certain individual
employees
who
actually
were
relocated
sometime
later.
In
that
case
PERB
held
that:
While
it
may have been
possible for
O-CFT
to
have
filed
the charge
at
the time
that the
decision to transfer
the employees was
announced,
it
was
not precluded
from doing
so when those transfers actually
became
51
effective.
The
interference
with
the
employees'
rights
did not
start
and
end
with
the
announcement.
It
existed
at
the
time
the
transfers
actually·occurred
and
persisted
thereafter.
The
District's
conduct
constituted
a
continuing
violation
of
section
3543.S(a)
[citation
omitted].
We
therefore sustain
the
Hearing
Officer's
finding
that
the charge
was
timely
filed.
It
is
noted
that
in
the
statement of alleged
conduct
in
the
original
charge,
TALB
alleges
in
paragraph
three
that
"on
or
about
September
15, 1980,
and
continuously
thereafter
(emphasis
added)
the
Board
...
and
its
agents,
has
denied
to the
Association
its
right
of access
...
"
Attached
to
the
statement of the charge
was a
copy
of
a
letter
from
Guy
to
Kreiling
dated
December
16, 1980,
citing
examples
of
the
District's
conduct about
which
TALB
objected.
The
specific
references to
the
regulations cited
in
her
letter
were
incorporated
by
reference into
the statement of the charge.
Receiving the context in
which
the
exqmples
of
changes
that
the
District
made
in the
regulations
and
their
alleged
impact
on
the Association's
access
were
described in the
letter,
it
cannot
be
concluded
that
those
sections of the
regulations
cited in the
letter
constituted the
full
extent of the
Association's objections.
Thus, the
additional sections of the
regulations cited in the
particularization
are
viewed as
more
fully explaining the basis for the objections raised in the
original charge.
They
are not considered to
have improperly
raised
new
matters as contended by
the District.
52
The
evidence
shows
that
the
regulations
at
issue did
remain
in
effect
and
were
enforced
up
to
the
time
that
the
original
charge
was
filed.
Although
it
would
have been
possible
for
the
Association to
file
a
charge
at
the
time
that
the
rules
were
issued,
the alleged
interference
with
the
Association's
rights
did
not
start
and end
with
the issuance
of
the
rules.
As was
noted in Carlsbad, supra,
it
was
not only the
publication
of
the decision to
transfer
which
was
unlawful, but
each
act
implementing
such
decision
or
policy
was
held to
constitute
a
separate violation
from which
redress
could
be
sought.
Applying
that
precedent to
this
case,
it
is
concluded
that
from
the date
that
the
regulations
went
into
effect,
each
instance
of
enforcement
thereafter constituted
a
separate
and
additional
basis
for the
filing
of
a
charge.
(See
Carlsbad, supra.
See
also California State University,
Hayward
(8/10/82)
PERB
Decision
No.
231-H.)
By
characterizing
the
District's
actions
as "continuous
conduct," the
statute
of limitations
began
to
run
again
after
each
instance of alleged
unlawful enforcement occurred
beginning
September
15, 1980,
and
thereafter until
the time the
charge
was
filed.
Following
this
theory,
any
alleged
interference
with the Association's rights
which
existed at
the
time
that
the
original
charge
was
filed,
were
timely raised in
the particularization of the charge.
----~-
53
TALB's
alternative
argument
is
that
even
if
the
allegations
contained
in
particularization
of
the charge
are construed
to
be
more
expansive than the
original
statement,
in
this
case the
doctrine
of equitable
tolling
should
be
applied to preclude the
charges
from
being
time-barred.
In
support of
this
argument,
TALB
relies
on
the
Board's
decision in State
of
California,
Department
of
Water
Resources
(12/29/81)
PERB
Order
No.
Ad-122-S,
in
which
PERB
adopted
and
applied
the
equitable
tolling principles
enunciated in
Elkins
v.
Derby,
supra.
(See
also,
Victor Valley
Joint
Union
High
School
District
(12/29/82)
PERB
Decision
No.
273.)
In Victor Valley, supra,
PERB
pointed out
that
the
"key
issue
is
whether the defendant
would be
surprised
or
prejudiced
by
the
tolling."
Based
on
the
facts
presented in
this
case,
it
would
be
equally appropriate to
apply the
doctrine of equitable
tolling.
The
District
was on
notice
from
the
time
that the
parties
met
in
late
October
or
early
November 1980
to discuss
the
regulations,
and
continually thereafter, that
TALB
disagreed
with the lawfulness of the
revisions
made
to the
1976
regulations,
as well as the application of those rules to
its
on-campus
activities.
Even
if
it
is
argued
that this
disagreement between the
parties
was
insufficient notice, the
District certainly
became aware of the existence of
a
dispute
54
when TALB filed a request with PERB in October 1980 to initiate
compliance proceedings regarding the order in Long Beach,
supra.
TALB's attempt to obtain a compliance investigation clearly
put the District on notice of the nature of their dispute and
obviated the danger of surprise and prejudice which might
otherwise have resulted from the passage of time.
It is found that the notice created by this procedure was
effective to the extent that it protected the "[d]efendants'
interest in being promptly apprised of claims against them in
order that they may gather and preserve evidence" [Elkins v.
Derby, supra, 12 Cal.3d at 417}. It is therefore concluded
that the statute of limitations found in section 3541.S(a) (1)
was equitably tolled from October 22, 1980 until
February 11, 1981, while TALB reasonably and in good faith
pursued a remedy before the PERE via the compliance procedure.
TALB thereafter timely filed an Unfair Practice Charge with
PERB raising the same issues. This charge was then
supplemented by the particularization which was timely filed on
April 27, 1981.
B. Validity of Access Regulations
Section 3543.l(b)21 gives an employee organization the
2lsection 3543.l(b) states:
(b) Employee organizations shall have the
right of access at reasonable times to areas
55
right of
access
to
areas in
which
employees work,
the
right
to
use
various
means
of
communication
with
employees
and
the
right
to
use
institutional
facilities.
This
right
of
access
is
limited to
"reasonable
times"
and
is
subject to "reasonable
regulations"
adopted
by
the
employer
to
implement
the
access
procedure. In
striking this
balance, the
Board has
considered,
as
stated
in
Richmond
Unified
School
District/Simi
Valley
Unified
School
District
(8/1/79)
PERB
Decision
No.
99,
that
an
employer's
regulation of
an
organization's
access
rights
is,
...
reasonable
if
it
is
consistent
with
the
basic labor
law
principles set forth
in
EERA
which
are
designed
to
ensure
effective
and
non-disruptive organizational
communications.
In determining
whether
an
employer's
rule
concerning
organizational
activity is
reasonable
and
therefore permissible
under
the
EERA,
the
Board has
considered applicable
private
sector labor
law
precedent.
In
Republic Aviation
Corp.
v.
NLRB
(1945) 324
U.S.
793 [16
LRRM
620], the
Supreme
Court adopted the presumption
that
a
rule prohibiting
union
solicitation
by
employees
outside
their
working time
was an
unreasonable
impediment
to
in
which employees work,
the right to
use
institutional bulletin boards, mailboxes,and
other
means
of communication,
subject to
reasonable regulations,
and the
right to use
institutional facilities at reasonable times
for the purpose of meetings concerned with
the exercise of the rights guaranteed by
this chapter.
56
self-organization. Subsequent decisions in this area have
attempted ~o accommodate the employees' rights to freely
participate in the activities of employee organizations with
the right of the employer to maintain order and discipline.
NLRB v. Babcock and Wilcox, Co. (1956} 351 U.S. 105 [38 LRRM
20011. In striking this adjustment, in Stoddard Quirk Mfg. Co.
(1962) 138 NLRB 615 [51 LRRM 1110], the National Labor
Relations Board (hereafter NLRB) established a distinction
between distribution of literature and solicitation.
Restrictions on employee solicitation during non-working time
and restrictions on distribution during non-working time and in
non-working areas were held to be violative of section 8(a) (1)
of the National Labor Relations Act (hereafter NLRA) unless the
employer justifies the rules by a showing of special
circumstances which make the rule necessary to maintain
production or discipline. (See also Long Beach Unified School
District, supra at pp. 7-8.)
In Essex International, Inc. {1974} 211 NLRB 749 [86 LRRM
1411], the NLRB distinguished between employer rules which
prohibit solicitation during "working hours" and those which
prohibit solicitation during "working time." In that decision
the NLRB held that the term "working hours" generally is
understood to mean the entire period of time between when an
employee begins and completes a shift. Because a rule
57
prohibiting
solicitation
during
"working hours~
would
extend
the
ban through lunch
and
rest
periods,
it
is
presumptively
illegal.
The
NLRB
held
that
the
term "working time"
generally
is
understood
to
mean
only
that
portion of
a
shift
when
an
employee
is actually
working.
Because
a
rule prohibiting
solicitation
during
"working time"
would
exclude lunch
and
rest
periods,
it
is
presumptively
legal.
In interpreting
the
meaning
of the
term
"reasonable times"
in
section 3543.l(b),
the
PERB
applied
this
federal sector
precedent
and
interpreted
the
term
to
mean
"non-working
time."
(See Long
Beach,
supra
at
p.
9.)
With
these basic principles
in
mind,
each
aspect of
the
Association's objections to
the
present regulations
will
be
discussed
below.
1.
The
Prohibition
Against Organizational Activity
During
the
Duty Hours
of the
Workday
The
rule prohibiting association
business during duty hours
of the
workday
is
found
in
section
II,
paragraphs
A, B, and
C
of the regulations.22 Paragraphs
A and
Bare
the
same
as
the
versions of the rule
promulgated in
1976.
As was
noted
by
the
Board
in
Long
Beach,
supra,
this
regulation
does not
distinguish solicitation
from
distribution.
Rather,
it
seeks
to
restrict
both types of organizational activities directed at
employees during the duty hours of the workdays for the
22see full text, supra at pp. 11-13.
58
individuals
involved.
The
net
effect
of
this
rule
is that
it
prohibits
all
organizational
activity
from
the
20
minutes
prior
to the
start
of
a
teacher's
first
assigned period
to
20
minutes
after
the
last
assigned
period,
with the exception
of
the
duty-free
lunch
periods
and
the
nutrition
break time.
In
Long
Beach,
supra, the
Board
found
that
to the
.extent
that
the
District's
ban on
organizational
activity
prohibited
solicitation
and
distribution efforts
directed
at
teachers
who
were
not assigned
work
during the
20-minute
periods before
and
after
classes
and who
were
in
non-working
areas,
the
rule
was
unreasonable
and
constituted
a
violation
of
section
3543.S(b).23
Long
Beach
Unified
School
District,
supra
at
p. 9.
Following the·
ruling
by
PERB,
section
II,
paragraph
C,
which
defines
the
workday,
was
modified
to the
extent that
it
now
states
the types of
activities
to
be
performed
during the
two
20-minute
periods
each day. In
this
regard,
it
is
noted
that there
is
no
dispute
between
the
parties
regarding
23section 3543.S(a)
and (b)
states,
It
shall
be
unlawful for
a
public schoolemployer
to:
(a) Impose
or threaten to
impose
reprisals
on employees, to discriminate or threaten to
discriminate against
employees, or otherwise
to interfere with, restrain, or coerceemployees because of their exercise of
rights guaranteed by
this chapter.
(b) Deny to employee organizations rights
guaranteed to them by this chapter.
59
the fact that the two 20-minute periods are considered "duty
time." The dispute is over whether the time is "working" or
"non-working" time.
The Association maintains that the 20-minute rule is
unreasonable and invalid on its face and as applied. Since it
restricts employee organization access to time outside of
actual working time, it must be presumed to be unreasonable
under the precedent established by Long Beach Unified School
District, supra, which cites the precedent set by Republic
Aviation, Inc, supra.
For the same reasons, the Association also attacks
section II, paragraph B, as unreasonably restricting individual
employees from consulting with Association representatives
regarding personal employment matters such as the processing of
a grievance except outside of duty hours of the workday.
The Association contends that the 20-minute periods are
still basically non-assigned duty time during which teachers
are free to exercise their discretion about performing certain
work-related tasks. The Association maintains that because
there has been no actual change in the nature of activities
engaged in by employees currently from those found to exist in
1978, the rule of law applied to the situation in Long Beach,
supra, should be reaffirmed in the present case.
The District defends its regulations restricting access
during the 20-minute periods by arguing that these two periods
60
are
part
of
the teachers. paid
duty
day
and
that
these times
are
needed
for
preparatory
and
follow-up
tasks
which
are
required to insure
effective
use
of
classroom time.
The
District
further
argues
that
although
teachers are permitted to
exercise professional
discretion
as
to the
most
effective
use
.
of
this
time, they
have
a
myriad
of
specific
and
general
duties
to
be
carried
out
during these
two
time frames.
Examples
of
such
duties
are
those
listed
in the
amendment
to
paragraph
C.
The
District
asserts
four reasons
to
justify
the
"no
access" rule
during the
20-minute
periods.
First,
these
preparation
periods are
essential
to the proper performance
of
a
teacher's
professional duties.
Second,
the
general informal
supervisory functions
performed
by
all
teachers
while
on
campus
including these
preparation periods,
are
essential
to
maintaining the
safety
and
discipline
of students.
Additionally,
this
supervisory role
is
required
by
State
law,
vis-a-vis specific
provisions of
the Education
Code and
the
California
Administrative
Code.
Third, there
has been no
demonstration
that
the times before
and
after
the 20-minute
periods, the duty-free
lunch
and
nutritional
break,
and
the
extra
time
on
the
early-leaving
days
are
insufficient
for the
accomplishment
of Association business.
And
finally, there
has
been no
denial of access to the Association during the non-duty
periods
and
therefore, unlike those cases
where
interference
has been found, the denial of access is not based upon
anti~union animus.
61
Additionally, the District argues that its rule banning
teachers' personal activities during the 20-minute periods is
equally applied with regard to non-organizational activities
and hence does not stem from any discriminatory motive.
The evidence shows that the teachers' actual use of the
20-minute periods is quite similar to the use found to exist in
1978 when the first hearing was conducted. Although some
teachers have specific assignments during these periods such as
morning yard duty, hall supervision during the passing periods,
faculty meetings and afternoon tardy/detention, there are a
number of teachers who spend part or most their 20-minute
periods in the teachers' lounges relaxing or taking a break
either alone or with other teachers. Some teachers arrive on
campus as much as 30 to 45 minutes prior to the beginning of
the 20-minute preparation period so that they can spend the
actual preparation time relaxing in the lounge, "mentally
preparing themselves for beginning the instructional day." The
District administration is aware of the fact that many teachers
do not actually work during the entire 20 minutes before or
after classes. Some teachers choose to utilize that time as
non-work break time and take work home where there is a longer
uninterrupted span of time to concentrate on a particular
activity, if it is an activity that can be done outside the
school site. This practice is consistent with the workday
provision of the CBA.
62
Although the District attempted to present a strong case
demonstrating the importance of informal supervisory
responsibilities of all teachers during the 20-minute periods,
it is not persuasive. Absent a specific supervisory assignment
during these periods, this particular responsibility exists for
the teachers at all times that they are on campus, whether it
is during duty or non-duty times. The District has failed to
show that the nature of this general responsibility justifies a
total ban on access during the 20-minute periods when teachers
are not actually assigned or engaged in work.
In further support of its argument that the above
restrictions are valid, the District points to Articles IV and
V of the CBA. Article IV, section C, states that "the
Association agrees that its authorized staff and building
representatives shall not con.duct As·sociation business with the
employees during regular working hours". That same section
defines non-duty times as before and after the scheduled
workday of each employee, nutrition break and lunch period.
The District contends that the language in this article
combined with the workday provisions in Article V, permits the
restrictions contained in sections II and III of the
regulations.
A review of the language in each of these provisions which
addresses the duty hours of the workday reveals that the
63
meaning
of
the
various
terms
used
to
describe
"duty hours"
is
unclear
when
compared
with
the
terms "working
hours"
and
"working time" as they
were
interpreted
by
the
Board
in
Long
Beach
Unified
School
District,
supra.
The
CBA
does
not
define
the
term
"regular
working
hours"
beyond
its
reference in
Article
V
section
A,
paragraph
1,
to
"on-site
and
off-site
hours
of
work."
Paragraph
2
of
that
same
provision
refers
to the
"regular
school
day"
for elementary
school
teachers.
Paragraph
6
of
that section
refers to
"on-site
duty day."
As
to
the
two
20-minute
periods,
none
of
these
terms
specifically refer
to these
time
periods
as
"working
time."
Additionally,
Article
IV,
section
C,
states
that the
parties
intended
to
amend
this
section to
conform
to
the
Public
Employment
Relations Board's
final
decision
on
this
matter.
Although the
two
documents which
prohibit association
business (including
solicitation)
during the
20-minute
periods
of
the
employees'
workday
refer
to
this
time as
"regular
working
hours," "duty hours of the
workday" and
"hours
of
work,"
none
of these
clarifies,
by
either definition
or
example,
how
to distinguish
"working hours"
from "working
time."
When
the
parties
met
in the
fall
of
1980, they
were
well aware of the
distinctions enunciated
by
PERB
in
Long
Beach, supra, yet
no change was made
in the
CBA
language
to
reflect this.
64
The Board, consistent with the NLRB, has held that a
waiver, to be effective, must be clearly and unequivocally
conveyed. Oakland Unified School District (8/31/82) PERB
Decision No. 236:
[W]e will find a waiver only when there is
an intentional relinquishment of these
rights, expressed in clear and unmistakable
terms ....
Grossmont Union High School District (5/26/83) PERB Decision
No. 313, citing San Francisco Community College District
(10/12/79) PERB Decision No. 105, at p. 11.
It is clear that TALB, either by clear and unmistakable
language or demonstrative behavior, in the CBA has not waived
its right to access during the ~a-minute periods. This
conclusion is supported by the testimony of both Guy and
Collins. As the chief negotiators for each party to the CBA's
being reviewed, both of them testified that the parties
intended to reopen the agreement and amend the Article IV,
subsection C, in accord with the .Board's final decision on the
subject. They met in the fall of 1980, discussed the matter,
and did not agree about the appropriate interpretation of Long
Beach, suEra, as it relates to the 20-minute periods.
Consequently, that section of the contract was not amended.
Obviously then, the express language of Article IV, section C,
does not constitute a clear and unequivocal waiver on this
question. Likewise, it is concluded that this language does
65
not
provide
contractual authority
for the
amendments made
in
Section
II,
paragraph
A,
of
the
regulations.
It
is
also
noted
that
the
revision
of
the
regulations
now
under
attack
was
completed
prior
to
the
parties
ever having
met
and
discussed
the
meaning
of
Long
Beach,
supra, within the
context
of
their
contractual
agreement.
In
Ace
Machine
Company (1980) 249
NLRB
623 [104
LRRM
1449]
624,
the
NLRB
declared:
It
is
well
settled that
the reasonably
foreseeable
effects
of the
wording
of
a
no-solicitation
rule
on
the
conduct
of
employees
will
determine
its
legality,
and
that
where
the
language
is
ambiguous and may
be
misinterpreted
by
the
employees
in
such
a
way
as
to
cause
them
to
refrain
from
exercising
their statutory rights,
then the
rule
is
invalid
even
if
interpreted lawfully
by
the
employer
in
practice
....
And,
we
note
further that
the
risk
of
ambiguity
must
be
held
against
the promulgator of the
rule
rather
than
against
the
employees
who
are
supposed
to
abide
by
that rule.
(Footnotes
omitted.)
The term used
in Section
II
of the rules
which
refer to
the
20-minute periods as
part of the
"duty hours" of the workday,
are, absent greater definition,
ambiguous and
susceptible to
misinterpretation
by
the
employees
who
are subject to
them.
Because
this
amibiguity has
resulted in interferences
with the
exercise of statutory rights,
the rule
must be
declared invalid
as
applied.
As
presently
worded,
the combination of the
phrases "duty hours" and "duty time" with the definitions of
"non-duty times," which includes lunch and the nutritional
66
breaks, do not sufficiently clarify the rules to the extent
that an employee will understand that restrictions o~
solicitation or distribution during the 20-minute periods do
not apply when the employees are not actually engaged in a
specific work assignment during such periods of time.24
The same finding is made concerning section II, paragraph B
of the regulations which bans the employees personal business
by employees during "duty hours," including the 20-minute
periods. There has been no showing that this rule is necessary
to maintain production or discipline. (See McDonnell Douglas,
supra, citing Chrysler Corp. (1977) 227 NLRB 1256 [101 LRRM 2837]
24see McDonnell Douglas Corp. (1979) 240 NLRB 794
[100 LRRM 1483]. In this.case the NLRB affirmed an
administrative law judge decision declaring invalid a rule
prohibiting "distribution of notices, pamphlets, advertisi~g
matter or any kind of literature on company property without
permission of management excepting matter that distribution of
which is protected by Section 7 of the National Labor Relations
Act as amended." This rule had been promulgated in response to
an earlier NLRB decision finding previous no-distribution rules
invalid. In this case, the ALJ stated:
[T)o the extent this rule applies to
employees exercise of their Section 7 rights
by distributing such material in non-working
areas during non-working time, current Board
decisions point to a determination that this
rule is invalid on its face because it can
reasonably be foreseen that employees would
not know what conduct is protected by the
National Labor Relations Act and! rather
than take the trouble to get reliable
information on the subject, would elect to
refrain from engaging in conduct that is in
fact protected by the Act. {240 NLRB·
at 802.)
67
at
1259.)25
Additionally,
no
evidence
was
presented
illustrating
that
permitting
individual
employees
to
consult
with
Association
representatives
during
non-working
times
of
the 20-minute
periods in
non-working
areas
is likely
to
be
disruptive
of
the
educational process.
Thus,
the
enforcement
of
this restriction
during
such
times
is
unreasonable
and
violates rights
guaranteed by
the Act.
The
Association also challenges
the
provision in
section
II,
paragraph
A,
which
restricts
Association business
in
non-work
areas
during
non-work
periods
"away from
students
and
other
non-employees."26 During
the hearing, the
District
offered
no
explanation for
this particular restriction.
In
Richmond
Unified
School
District/Simi
Valley Unified
School
District,
supra, the
Board
concluded
that
"reasonable" school
employer
regulations
under
section
3543.l{b) should
be
narrowly
drawn
to
cover the time, place
and
manner
of
employee
organization
activities
without impinging
on
the content of those
activities
unless they
present
a
substantial threat to peaceful school operations.
Thus a
public school
employer may
legitimately
promulgate
rules to
prohibit disruptive
conduct.
25However,
it
should
be noted
that in Chrysler
Cor~.
(6th
Cir.
1979) 595
F.2d
364 [101
LRRM
2837], the Sixt Circuitdenied enforcement of this decision, concluding that the
employer's rules involved in this case were not invalid
on
their face, not vague, ambiguous nor confusing.
26see full text, supra at p. 11.
68
In this instance, the District failed to offer any special
interest of the employer, its students or others, that
justifies why Association business, which is to be conducted in
non-work areas during non-work periods, must further be
restricted from the presence of students and other
non-employees such as those listed in the examples in the
regulation.
In Regents of the University of California, University of
California at Los Angeles Medical Center (8/5/83) PERB Decision
No. 329-H, the Board held that employee and non-employee
representatives enjoy a presumptive right of access to the work
place under EERA and HEERA. However, the employer is free to
rebut the presumption by demonstrating that such access would
be disruptive. The Board further recognized that in a given
situation, access by non-employees might be disruptive, while
access by employees would not.
In this case there has been no evidence demonstrating that
the conduct of Association business in non-work areas where
students or other non-employees might be present would cause
disruption or confusion at the work place. Hence, it is found
that this portion of the regulation is so vague and over-broad,
that it is invalid on its face. It is further concluded that
this prohibition is an impermissible denial of access under
EERA.
69
C. Conference/Preparation Periods
The Association additionally asserts that the same
restrictions on Association business found in section II,
paragraphs A and B of the regulations are unreasonable as
applied to the scheduled conference/preparation periods of
individual teachers.
Article V, section A, paragraph 8, of the CBA states that
the preparation period is "paid working time" for specific
purposes related to teaching responsibilities or duties as
assigned by the principal. Article V, section A, paragraph 9
provides for preparation time for elementary school
teachers.27
The District asserts that these contract terms serve as the
authority for its imposition of the "no access" rule during the
conference periods, and that by these specific terms, TALB has
waived its right to object to such restrictions on access.
TALB asserts that the issue regarding the
conference/preparation period is not whether the employees are
on "paid working time" but whether they are actually engaged in
specific non-discretionary assignments or duties during this
time. In its brief TALB further argues that the District has
failed to demonstrate that the conference/preparation periods
are expressly and/or uniformly reserved for preparation or
27see full text of these provisions, supra at p. 23.
70
work
assignments.
Additionally,
it
is
contended
that
there
is
no
basis,
contractual
or
otherwise,
for
restricting
access
to
employees
at least
on a
one-to-one
basis
for
discussions or
investigations
of
such
matters
as
grievances.
For
the reasons
stated
below,
these
arguments
are
rejected.
It
is
noted
that
the
Board
in
Long
Beach,
supra,
was
not
presented
with
the question
and
therefore
did not
make a
finding
on
whether
the
conference/preparation periods are
"working
time."
Also
the
Board
was
not
confronted
with
the
situation
where
the
litigating
parties
have
specific
contractual
provisions
covering the
subject
being
contested in
the employer's
rules.
In
this
instance, the relevant contract
language
specifically refers
to
the
conference/preparation period as
"working
time."
Under
the precedent of
Long
Beach,
supra,
regarding the
meaning
of
"working
time,"
this
language
raises
the question of
a
waiver.
When
this
provision
was
first
negotiated~n-1979, the
parties
did not
have
the precedent of
Long
Beach,
supra, available to
them. Even
so,
this
language
seems
unmistakably
clear within the context of the
rest of
this
provision.
Following the issuance of
Long
Beach,
there
is
no
evidence
that either side intended or
tried to negotiate
a
change in this
language.
In contradistinction to the ambiguous terms used in
Article
IV,
section
A and C, as discussed above~ the language
71
in the cited paragraphs of Article V appear clear as to their
intent and purpose for the use of this time. The weight of the
evidence supports this finding. All witnesses indicated a
clear understanding and a fairly uniform practice about how
this time is spent during the instructional day. The majority
of teachers use this time performing the kind of teaching type
duties described earlier. The use of the
conference/preparation period as a break time or variations in
use for unauthorized personal business is the exception, rather
than the rule. Even though most teachers do not have regular
specific assignments during this period, it is not perceived as
a time during which they have an option about working or not
working. Absent a specific assignment by the principals, the
individual teacher can generally exercise discretion about
which work-related duties that person will perform. However,
the teachers understand that this period is expressly reserved
for non-classroom work.
Although PERB has yet to be confronted with the question of
waiver of statutorily prescribed access rights, the matter has
been considered in the private sector.
In NLRB v. United Technologies, Corp. (2d Cir. 1983)
706 FG2d 1254 (113 LRRM 2320] the Court held that an employer
rule, prohibiting employees from engaging in union solicitation
during paid non-working time, did not violate the employees'
Section 7 rights under the NLRA. This case grew out of a
72
challenge
by
the
employer
to
an
earlier
determination
by
the
court in
United
Aircraft
Corporation
v.
NLRB
(2d
Cir.
1971) 440
F.2d
85 [76
LRRM
2761] which
upheld
a
Board
determination
that
the
limited
no-solicitation rule,
maintained
by
the
employer
(then
known
as United
Aircraft
Corporation),
which
was
substantially identical
to
the
rule
challenged here,
was
authorized
under
the
collective
bargaining
agreement with
the
union
and
did not
infringe
fundamental
employee
rights
under
Section
7
of
the
NLRA.28
Absent
PERB
precedent,
it
is
appropriate to
apply
private
sector
precedent.
Applying
the precedent
of
United
Technologies
to
this
case,
it
is
concluded
that
the
restriction
against
access for
association
business
as
applied to the
conference/preparation periods
is
expressly authorized
by
clear
and
unmistakable
terms
of the
CBA.
Those same
terms
constitute
a
waiver
of the
Association's right to object to the
restriction
during
such
periods of the
instructional
day.
28The
earlier
decision
was
challenged
by
the union
following the
Supreme
Court's decision in
NLRB
v.
Magnavox
Company (1974) 415 U.S. 322 [85
LRRM
2475], which
the
Union
contended
effectively
overruled the
court's
decision in the
earlier
United
Aircraft case. In
Magnavox,
the
union
challenged
a company
rule that prohibited
employees from
distributing literature
anywhere on
the
company
property
at
any
time.
The
no-distribution rule
had been maintained for
some
16
years, antedating the
first
collective bargaining agreement
between Magnavox and
the union.
The
NLRB
found
that the
blanket no-distribution rule violated fundamental employee
rights that could not be waived by the union and
collectivebargaining.
73
Furthermore,
since
the
enforcement of
this restriction
is
to
be
limited
to specific
"working time"
during the duty hours
of
the
workday,
it
is
presumptively
valid.
Because
the
parties
have
contractual
provisions
which
permit
released
time
during
the
instructional
day
for
personal matters
such
as
grievance
processing,
this restriction
does
not
infringe
upon
fundamental
employee
rights
guaranteed
by EERA.29
D.
Advance Arrangement Rule
Regarding
Use
of
District
Facilities
TALB
further
challenges
the reasonableness of the
District's
regulation requiring that
room
arrangements
for
informal or
formal meetings with
large
groups
of
employees be
made
at
least
one
day
in
advance
of
the meeting.
Additionally,
TALB
considers
the
rule
which
permits
site
managers
to specify
the
locations
where
its
representatives
can
meet
with employees
to
be
an
additional
unreasonable
restriction
on
its
rights to
use
District facilities.
These
two
regulations
are
found
in
section
V,
paragraph c,
subparts
land
2.30
The
District
responds
to
this
challenge
by
asserting
that
these rules are reasonable in that
they
were
promulgated
pursuant to the express authorization of Article
IV,
section
A,
29see
full text of Article
XIV,
section
G,
paragraph 4,supra
at
p. 25.
No
attempt
is
made
here,
nor
is
it
necessary
to interpret section
A,
paragraph
l
of this Article as to
what
constitutes
a
"grievance" for purposes of application of the
released time provision.
30see full text of these regulations, supra at p. 14.
74
paragraph
2
of
the
CBA.31 The
District
argues the
reasonableness
of the
24-hour
advance
request
requirement,
contending
that
this
rule
is
actually
less
restrictive
than the
language
of the
contract
provision.
It
adds
that
a
rule
of
this
type
is
necessary
to
enable the
District
to properly
accommodate
the
various requests
made
by
student, faculty
and
civic
groups
who
use the
facilities
for
various
types
of
meetings
and
activities.
The
District
buttresses this
argument
by
citing
that
because
its
Civic
Center
Act
obligation
as
a
public
school
employer
to
make
its facilities
available
as
a
community
resource, the
24-hour advance
request rule
is
merely
an
advance
scheduling requirement,
which
is
imposed on
all
groups
who
utilize District facilities.
Thus,
pursuant
to
its
established policy,
all
groups
desiring to
use
the
facilities
under
the Civic Center Act,
must
submit
applications
for
permits
at least
two weeks
prior
to
the
date of the event
for
which
the
site
will
be
needed.
Thus two
prior
arrangement
rules also present the question
of whether the Association has
contractually
agreed
to
certain
time, place
and manner
restrictions
upon
its
access
rights
and,
if
so,
whether such agreement
constitutes
a
waiver of the
right
to
later
challenge enforcement
of the rules.
3lsee full text of this provision, supra at p. 19.
75
A
reading
of
Article
IV,
section
A,
paragraph
2
indicates
that
TALB
has
expressly
agreed
that
its
employee
and
non-employee
representatives
must
make a
24-hour
advance
request
and
obtain
approval of the
site
manager
before
utilizing
certain
areas of
a campus
for Association
business.
At
the
hearing
no
evidence
was
presented to indicate
that
a
different interpretation
should
be
given
to
this
language.
This
language,
on
its
face,
seems
clear
and
unmistakable as
to
the
particular limitations
placed
on
the
Association's
right
of access during the
District's
hours
of operation.
In
Richmond/Simi,
supra,
the
Board
concluded
that
narrowly
drawn
"time, place
and manner"
access
regulations are
reasonable within the
meaning
of
section 3543.l(b).
Here, the
above
contract provision
can
be
characterized
as
a
"time, place
and manner"
limitation
which
constitutes
a
clear
and
unmistakable waiver
of unfettered rights
of access
by TALB.
The
District's
prior
arrangement
and
approval
rules are
not
inconsistent
with
this contract provision. Generally, in
practice
it
has not applied
this
requirement as
strictly
as the
contract
would
permit
it
toe
Even though a
waiver
is
found
to
exist,
it
is
not
impermissible since the contract
and
the rules
do
not
totally
foreclose the Association's right of access to the employees or
their place of work. In fact in practice, the Association is
not required to
make a one-day advance request for access to
76
the
teachers'
lounges
or dining
rooms
to
conduct
its
regularly
scheduled
visitations
unless
a
large
group
meeting
is
to
be
held.
Even
if
it
is
argued
that
the
contract
provision
does
not
constitute
a
clear
and
unmistakable
waiver
of
the
right to
use
Diptrict
facilities
without
making a
24-hour
advance
request,
this rule,
under
the
circumstances,
would
not
be
unreasonable.
In
Long
Beach
Unified
School
District,
supra, the
Board
considered
a
similar prior
arrangement
rule
that
required the
employee
organizations to
make one day advance
room
arrangements. In
that
case
AFT,
the charging
party,
challenged
a
rule
requiring
that prior
arrangements
be made
for small
group meetings.32 In
Long
Beach
the
Board found
the
prior
arrangement requirement
to
be
reasonable
and
justified
where an
employee
organization
wanted
to secure
use
of
rooms
not
normally
used
by
non-working employees.
However,
the
Board
found
that
to the extent that
the
District's
rule
appeared
to
require that
all
meetings with four or
more
employees
be
conducted
at
such
pre-arranged
facilities,
the regulation
was
unreasonable as an
artificial
limitation
based
on
the
number
of
employees with
whom
the representative
met.
The
District
here has
shown ample
justification
for
its
one-day advance
notice requirement for special
room
use.
The
demand
for use of
rooms
before, during
and
at the end
of the
32see full text of this regulation, supra at p. 9.
77
instructional
periods,
particularly at
the
junior
high
and
senior
high
levels,
is fairly
substantial.
Based
on
the
evidence of the
number
of
rooms
available
at
a
particular
site
for assignment
at
a
given time,
and
the
number
of
rooms
actually
used
by
students, faculty
and
other
organizations,
the
requirement
of
advance
room
arrangement
is justified.
This
requirement
has
not
had
the
effect
of
denying
TALB
the use
of
District facilities
for
organizational
activities
conducted
during
non-working
hours.
TALB
presented
several instances
where
its
representatives
were
denied the
use
of
a
particular
room
by
a
site
manager
with
the
result
that
the
rooms
to
which
they
were
assigned
were
considered by
them
to
be
less desirable
or
suitable
for
the
type
of
meeting
that
was
conducted than the
teachers'
lounges
or dining
rooms. However, a
close
examination
of the
instances
where
the
room
use
was
denied
indicates that
the
local faculty
representative failed to
submit
the request
at
all
or
failed
to
submit
it
at least
one day
in
advance
of the scheduled
meeting.
There
is
evidence of
some
inconsistency with
respect to
the
interpretations
by
some
local
site
managers as
to
what
areas
constitute
work
versus
non-work
areas for purposes of
meetings.
On
one
occasion
when Goddard appeared
at
a
facility
for
a meeting where a 24-hour advance request
had been
78
submitted,
he
and
the
teachers
were
denied the
use
of
a
classroom,
even though
the
room was
not
in
use
or scheduled
to
be
used
at
the
time
of
the meeting.
The
reason given
by
the
site
manager
for
changing
the
location
was
that
the classroom
was a "work
area."
Although
this
instance
of
enforcement might
be
viewed as
an
unreasonable
application
of
a
valid rule,
the
TALE
representative
was
not
actually
denied
access
nor
did the
alternative
room
provided
result
in
an
artificial
limitation
of
the
Association's right
of access
to
its
unit
members.
Although
there are other instances
where
TALB
representatives
and
site
managers
had
disputes
over
the
enforcement of the
24-hour
advance
request requirement,
there
is
no
evidence
that
where
the
contract
and
regulation
requirements
were
abided by,
access
was
unreasonably denied or the
rules
were
discriminatorily
applied to
TALB
representatives.
The
fact that
some
of the
assigned
rooms have
not always
satisfied
the
specific desires
or preference of
TALB
representatives
does
not
mean
that the
enforcement
of these rules constitutes either
an
unreasonable
application or
violation
of the Act.
E. Summary
of Findings
It
has been found
that
the
District's
promulgation
and
application of
its
rule prohibiting
all
Association business
during the 20-minute periods before
and
after
the
instructional
day
is
an unreasonable ban on
organizational access with
respect to those employees who
are not performing assigned work
79
and
are
in
non-working
areas during these periodse
This
rule,
as
applied
during
these
times
is
unreasonable for the following
reason.
Although
the
20-minute
periods are
clearly part
of
the
teachers'
duty
hours
of the
workday,
these
times
are
not
expressly
and/or uniformly
reserved or
utilized
for
specifically
assigned
duties.
Thus
it
is
found
that
the
application
of
this
ban
against
access during these
times
of
the
workday
has
unreasonably denied
to
the
employee
organization
rights
guaranteed
by
section
3543.l(b)
and
constitutes
a
violation
of section
3543.S(b)
and
3543.S(a)
derivatively.
Additionally,
it
has been found
that
the
part
of
this
rule
prohibiting
Association business in
non-working
areas during
non-work
times
from
occurring in or near the presence of
students
or other
non-employees
is
impermissibly over-broad
and
vague on
its
face.
As
presently
worded and
if
applied,
this
rule
has the
potential effect
of
imposing
unreasonably broad
restrictions
on
the
employee
organization's right
of access.
It
therefore is also violative of section 3543.S(b),
and
of
section
3543.S(a)
derivatively.
The same
rule
banning
Association business during duty
hours
was found
to
be
reasonable as applied to the conduct
of
unauthorized organizational activities
during the assigned
conference/preparation periods. Additionally,
it
was concluded
that the enforcement of the ban during this
time
is expressly
80
authorized
by
the
CBA.
This
contract
provision
was
held
to
be
a
permissible
waiver
of
the
right
of access during
a
non-classroom
period
expressly
referred
to in the
CBA
as
"working time"
during the duty
day.
Therefore
this
part of
the
allegation
is
dismissed.
It
was
also
found
that
the
regulation
mandating
24-hour
advance
request
and
prior
approval of
room
arrangements
is
reasonable
as
a
legitimate
scheduling requirement.
Although
there
are
some
apparent
inconsistencies in
the
way
in
which
this
rule
has been
interpreted
by
administrative personnel,
there
is
no
evidence
that
TALB
has
been
unreasonably denied
access
where
its
representatives
have
complied with
the
District's
access procedure.
Additionally,
it
was
determined
that this
rule also
is
authorized
by
the
CBA.
This
contract
term
is
found
to
be a
permissible
limitation
on
access.
Thus,
this part
of the
allegation is
also
dismissed.
REMEDY
The
Educational
Employment
Relations
Act
provides
__
that
upon
the finding of
a
violation
of
its
terms,
PERB
has broad
remedial
powers
to "take
such
action
...
as
will effectuate
the
policies of [the Act]" (section 3541.S(c)).
It
having been found
that
the employer has
violated section
3543.S(a)
and (b)
of
EERA,
it
is appropriate to order that the
District
cease
and
desist
from unreasonably denying and
interfering with the employee
organization's right of access
granted by section 3543.l(b) of the Act.
81
Specifically, the District should be ordered to cease and
desist from enforcing its regulations so as to deny to the
Association and its representatives, the right of access to
employees during the 20-minute periods before and after the
instructional day when such employees are not performing
specifically assigned work and are in non-work areas.
Additionally, the District should be ordered to cease and
desist from unreasonably requiring that Association activities
with non-working employees in non-work areas be conducted away
from students or other non-employees. The District should be
ordered to cease and desist from enforcing its regulations so
as to interfere with the rights of employees to participate in
the activities of employee organizations, or refrain from doing
so, by unreasonably denying access as set forth above.
It also is appropriate that the District be required to
post a notice incorporating the terms of the order. The notice
should be subscribed by an authorized agent of the District
indicating that it will comply with the terms thereof. The
notice shall not be reduced in size. Posting such a notice
will provide employees with notice that the District has acted
in an unlawful manner and it is being required to cease and
desist from this activity. The notice effectuates the purposes
of the EERA that employees be informed of the resolution of the
controversy and will announce the District's readiness to
comply with the ordered remedy. {See Placerville Union School
82
District
(9/18/78)
PERB
Decision
No.
69.) Also,
in
Pandol
and
Sons
v.
ALRB
and
UFW
(1979) 98
Cal.App.3d
580,587,
the
California
District
Court
of
Appeal approved
a
posting
requirement.
The
U.S.
Supreme
Court
approved
a
similar
posting
requirement
in
NLRB
v.
Express
Publishing
Co. (1941) 312
U.S.
426
[8
LRRM
415].
PROPOSED
ORDER
Upon
the foregoing
findings of
fact,
conclusions of
law,
and
the
entire
record in
this
case,
it
is
hereby
ORDERED
that
the
Long Beach
Unified
School
District
and
its
representatives
shall:
1.
CEASE
AND
DESIST
FROM:
(a)
Enforcing the
District
regulation
which
prohibits
the Teachers Association of
Long Beach from
having access
to
employees
to
conduct
organizational business during the time
employees
are present at
the
District facilities,
in
non-work
areas
and
not
engaged
in assigned
work
during the 20-minute
periods before or
after
the
instructional
day.
(b)
Enforcing the
District
regulation
which
prohibits
employees
from
having access to the Teachers Association of
Long Beach
during the time employees
are present at District
facilities,
are in
non-work
areas
and
not engaged
in assigned
work
during the 20-minute periods before or
after
the
instructional
day.
83
(c) Enforcing the District regulation which requires
that the Teachers Association of Long Beach conduct
organizational business with employees during non-work times in
non-work areas which are away from students or other
non-employees.
2. TAKE THE FOLLOWING AFFIRMATIVE ACTIONS DESIGNED TO
EFFECTUATE THE POLICIES OF THE EDUCATIONAL EMPLOYMENT
RELATIONS ACT:
(a) Within ten (10) workdays of service of a final
decision in this matter, prepare and post copies of the Notice
to Employees attached as an appendix hereto, signed by an
authorized agent of the employer, indicating that the employer
will comply with the terms of this Order. Such posting shall
be maintained for at least thirty (30) consecutive workdays at
the employer's headquarters office and at all locations where
notices to certificated employees are customarily posted. The
notice must not be reduced in size and reasonable steps should
be taken to insure that it is not defaced, altered, or covered
by any material:
(b) Unless otherwise directed by the Los Angeles
Regional Director of the Public Employment Relations Board,
written notification of the actions taken to comply with this
order shall be made to the Regional Director within thirty (30)
workdays from the date of service of the final decision
herein. All reports to the regional director shall be served
concurrently on the Charging Party herein.
84
IT IS FURTHER ORDERED that all other allegations of the
Charge ana Complaint are DISMISSED.
Pursuant to California Administrative Code, title 8,
part III, section 32305, this Proposed Decision and Order shall
become final on June 20, 1984, unless a party files a timely
statement of exceptions. In accordance with the rules, the
statement of exceptions should identify by page citation or
exhibit number the portions of the record relied upon for such
exceptions. See California Administrative Code, title 8,
part III, section 32300. Such statement of exceptions and
supporting brief must be actually received by the Public
Employment Relations Board itself at the headquarters office in
Sacramento before the close of business (5:00 p.m.) on
June 20, 1984, or sent by telegraph or certified United States
mail, postmarked not later than the last day for filing in
order to be timely filed. See California Administrative Code,
title 8, part III, section 32135. Any statement of exceptions
__and supporting brief must be served concurrently with its
filing upon each party to this proceeding. Proof of service
shall be filed with the Board itself. See California
Administrative Code, title 8, part III, section 32300 and 32305.
Dated: May 31, 1984
W. JN'THOMAS
Administrative Law Judge
85
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